Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$293,953
+$28,387 QoQ
Shares Held
3,617
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,965
of 3,621 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026LFA - Lugano Financial Advisors SA holds $399,475 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (73.6% of the industry book) .
All Filings in KO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,953 | 3,617 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $265,566 | 3,492 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $244,125 | 3,492 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,589 | 3,492 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $256,256 | 3,622 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $249,237 | 3,480 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $193,006 | 3,100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $201,208 | 2,800 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $178,220 | 2,800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $97,888 | 1,600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $94,288 | 1,600 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $89,568 | 1,600 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $192,704 | 3,200 | Shares | Sole | 2023-08-07 | |
| 2022-09-30 | $30,811 | 550 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $34,600 | 550 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $50,920 | 860 | Shares | Sole | 2022-01-20 | |
| 2020-06-30 | $21,223 | 475 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $20,001 | 452 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||