Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,176,166
+$147,229 QoQ
Shares Held
26,777
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,359
of 3,621 holders
Holding Since
Mar 2020
26 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, 2026Perennial Investment Advisors, LLC holds $4,321,683 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (50.4% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,166 | 26,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,028,937 | 26,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,835,137 | 26,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,631,737 | 24,604 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,168,963 | 44,791 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,146,051 | 43,927 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,724,186 | 43,755 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,148,474 | 43,814 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,803,018 | 44,038 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,684,394 | 43,877 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,525,975 | 42,864 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,398,966 | 42,854 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,606,321 | 43,280 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,746,564 | 44,278 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,758,892 | 43,372 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,415,470 | 43,118 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,698,209 | 42,890 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,632,582 | 42,461 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,514,115 | 42,461 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,237,635 | 42,646 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,294,642 | 42,407 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,260,995 | 42,895 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,377,039 | 43,345 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,064,159 | 41,810 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,810,433 | 40,520 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,795,001 | 40,565 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||