Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,245,462
+$306,929 QoQ
Shares Held
15,325
+24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,743
of 3,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Facet Wealth, Inc. holds $2,067,684 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (60.2% of the industry book) .
All Filings in KO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,462 | 15,325 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $938,533 | 12,341 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $746,219 | 10,674 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $382,467 | 5,767 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||