Position in KO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$428,943
-$29,410 QoQ
Shares Held
5,278
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,612
of 3,621 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $992,553 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (43.2% of the industry book) .
All Filings in KO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,943 | 5,278 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $458,353 | 6,027 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $394,921 | 5,649 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $286,701 | 4,323 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $368,536 | 5,209 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $288,342 | 4,026 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $244,183 | 3,922 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $323,370 | 4,500 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||