Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,920,410
-$633,673 QoQ
Shares Held
60,544
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#928
of 3,621 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $6,762,849 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (72.8% of the industry book) .
All Filings in KO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,920,410 | 60,544 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,554,083 | 73,032 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,496,342 | 178,749 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,062,851 | 196,967 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,250,060 | 187,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,881,942 | 151,940 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,776,581 | 221,275 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $35,426 | 493 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,502 | 165 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||