Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,147,213
+$2,530,685 QoQ
Shares Held
346,342
+2.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#380
of 3,621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $39,403,575 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (71.4% of the industry book) .
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,147,213 | 346,342 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $25,616,528 | 336,838 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,789,076 | 140,024 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $3,209,621 | 48,396 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,618,932 | 51,151 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $764,256 | 10,671 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $416,083 | 6,683 | Shares | Other | 2025-02-06 | |
| 2024-06-30 | $1,787,610 | 28,085 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,034,553 | 16,910 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $231,830 | 3,934 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $226,998 | 4,055 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,924,537 | 65,170 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,978,418 | 64,137 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,612,857 | 56,797 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,457,597 | 43,870 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,643,792 | 42,025 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,768,548 | 44,654 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,736,212 | 46,212 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,122,359 | 40,449 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,336,686 | 43,184 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,101,073 | 39,861 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,761,139 | 50,349 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,639,468 | 53,463 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,165,148 | 48,459 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,686,676 | 38,117 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||