Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,478,547
+$1,305,701 QoQ
Shares Held
128,935
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#640
of 3,620 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Soltis Investment Advisors LLC holds $24,380,121 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (43.0% 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 | $10,478,547 | 128,935 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,172,846 | 120,616 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,080,757 | 115,588 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $7,275,900 | 109,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,559,849 | 106,853 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,233,763 | 101,002 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,224,443 | 99,975 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,011,092 | 97,566 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $7,707,760 | 121,096 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,459,677 | 121,930 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $6,902,353 | 117,128 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,978,018 | 124,652 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,058,566 | 117,213 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,650,980 | 107,222 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,953,577 | 93,595 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,426,252 | 79,012 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,013,783 | 63,802 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,294,120 | 69,260 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,337,963 | 56,375 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,733,687 | 52,100 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,655,664 | 49,079 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,250,137 | 42,689 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,812,681 | 33,054 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,332,891 | 26,998 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,228,297 | 27,491 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $976,597 | 22,070 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||