Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$547,678
-$395,646 QoQ
Shares Held
6,739
-45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,432
of 3,631 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $2,150,001 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
11,834 | $1,602,323 | |
| 2 | KO |
Coca Cola Co
This page
|
6,739 | $547,678 |
All Filings in KO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,678 | 6,739 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $943,324 | 12,404 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $860,382 | 12,307 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $534,539 | 8,060 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $546,048 | 7,718 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $527,338 | 7,363 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $446,217 | 7,167 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||