Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,394
+$3,430 QoQ
Shares Held
657
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,496
of 3,621 holders
Holding Since
Mar 2020
17 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, 2026CBIZ Investment Advisory Services, LLC holds $63,769 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (83.7% of the industry book) .
All Filings in KO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,394 | 657 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $49,964 | 657 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $138,212 | 1,977 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $98,684 | 1,488 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $115,534 | 1,633 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $111,225 | 1,553 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $78,509 | 1,261 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,315 | 1,229 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $78,225 | 1,229 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $88,099 | 1,440 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $13,117 | 250 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $28,137 | 520 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $27,409 | 520 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $67,398 | 1,229 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $25,672 | 520 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $69,968 | 1,566 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $69,295 | 1,566 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||