Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$208,132
+$13,368 QoQ
Shares Held
2,561
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,300
of 3,612 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $568,163 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (36.6% of the industry book) .
All Filings in KO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,132 | 2,561 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $194,764 | 2,561 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $124,509 | 1,781 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $122,095 | 1,841 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $196,755 | 2,781 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $186,140 | 2,599 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $182,172 | 2,926 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $341,981 | 4,759 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $302,910 | 4,759 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $291,155 | 4,759 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $172,429 | 2,926 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $163,797 | 2,926 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $206,313 | 3,426 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $258,354 | 4,165 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||