Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,373,381
-$285,953 QoQ
Shares Held
16,899
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,667
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, 2026Key Financial Inc holds $2,830,059 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (48.5% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,381 | 16,899 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,659,334 | 21,819 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,573,674 | 22,510 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,492,398 | 22,503 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,628,099 | 23,012 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,700,688 | 23,746 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,490,940 | 23,947 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,684,757 | 23,445 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,488,837 | 23,391 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,385,359 | 22,644 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,426,047 | 24,199 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,353,820 | 24,184 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,455,938 | 24,177 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,466,327 | 23,639 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,535,354 | 24,137 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,352,154 | 24,137 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $552,161 | 8,777 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $533,076 | 8,598 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $503,225 | 8,499 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $445,260 | 8,486 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $511,393 | 9,451 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $355,634 | 6,747 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $361,066 | 6,584 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $332,013 | 6,725 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $328,442 | 7,351 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $295,944 | 6,688 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||