Position in KO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$469,334
+$33,188 QoQ
Shares Held
5,775
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#2,545
of 3,618 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $522,849 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (89.8% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,334 | 5,775 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $436,146 | 5,735 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $400,933 | 5,735 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $374,840 | 5,652 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $397,049 | 5,612 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $399,066 | 5,572 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $346,912 | 5,572 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $384,522 | 5,351 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $337,981 | 5,310 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $329,026 | 5,378 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $316,925 | 5,378 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||