Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$390,583
-$794,352 QoQ
Shares Held
4,806
-69.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#2,698
of 3,621 holders
Holding Since
Mar 2020
14 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, 2026Lloyd Advisory Services, LLC. holds $539,846 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (72.4% of the industry book) .
All Filings in KO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,583 | 4,806 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,184,935 | 15,581 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $364,860 | 5,219 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $238,215 | 3,367 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $239,282 | 3,341 | Shares | Sole | 2025-04-14 | |
| 2023-09-30 | $1,094,800 | 19,557 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $48,608 | 784 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $95,564 | 1,614 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $117,375 | 2,237 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $108,598 | 2,007 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $71,105 | 1,349 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $78,256 | 1,427 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $158,181 | 3,204 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $220,851 | 4,991 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||