Position in KO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,167,118
+$85,231 QoQ
Shares Held
14,361
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,798
of 3,621 holders
Holding Since
Dec 2023
11 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, 2026LifeSteps Financial, Inc. holds $1,490,989 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (78.3% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,118 | 14,361 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,081,887 | 14,226 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $994,539 | 14,226 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $930,138 | 14,025 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $985,547 | 13,930 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $983,270 | 13,729 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $854,767 | 13,729 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $973,199 | 13,543 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $855,710 | 13,444 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $822,503 | 13,444 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $792,254 | 13,444 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||