Position in KO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$43,479
+$10,398 QoQ
Shares Held
535
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,509
of 3,620 holders
Holding Since
Jun 2020
13 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, 2026Elevated Capital Advisors, LLC holds $651,240 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (6.7% of the industry book) .
All Filings in KO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,479 | 535 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $33,081 | 435 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $30,410 | 435 | Shares | Sole | 2026-01-27 | |
| 2023-06-30 | $1,289,791 | 21,418 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $1,301,637 | 20,984 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,331,039 | 20,925 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,122,976 | 20,046 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $1,105,832 | 17,836 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $801,951 | 15,284 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $699,514 | 13,271 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $728,165 | 13,278 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $707,669 | 14,334 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $668,725 | 14,967 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||