Position in KO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$53,963
+$4,379 QoQ
Shares Held
664
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,492
of 3,621 holders
Holding Since
Mar 2026
2 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, 2026Matrix Trust Co holds $53,963 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
664 | $53,963 |
All Filings in KO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,963 | 664 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $49,584 | 652 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||