Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,100,963
+$201,141 QoQ
Shares Held
13,547
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,839
of 3,620 holders
Holding Since
Sep 2020
23 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, 2026Optas, LLC holds $3,202,964 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (34.4% of the industry book) .
All Filings in KO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,963 | 13,547 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $899,822 | 11,832 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $674,211 | 9,644 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $597,277 | 9,006 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $685,778 | 9,693 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $617,793 | 8,626 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $478,342 | 7,683 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $568,914 | 7,917 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $472,599 | 7,425 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $382,556 | 6,253 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $359,177 | 6,095 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $310,239 | 5,542 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $354,032 | 5,879 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $350,716 | 5,654 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $336,304 | 5,287 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $291,246 | 5,199 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $334,616 | 5,319 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $261,702 | 4,221 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $242,641 | 4,098 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $211,715 | 4,035 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $214,004 | 3,955 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $203,565 | 3,862 | Shares | Sole | 2021-04-19 | |
| 2020-09-30 | $347,462 | 7,038 | Shares | Other | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||