Position in KO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$644,064
+$62,738 QoQ
Shares Held
7,925
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,290
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Rosenberg Matthew Hamilton holds $1,079,566 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (59.7% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,064 | 7,925 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $581,326 | 7,644 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $535,720 | 7,663 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $472,994 | 7,132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $558,783 | 7,898 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $458,797 | 6,406 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $355,504 | 5,710 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $400,475 | 5,573 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $328,815 | 5,166 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $352,029 | 5,754 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $357,351 | 6,064 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $355,249 | 6,346 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $373,424 | 6,201 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $415,352 | 6,696 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $443,679 | 6,975 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $389,451 | 6,952 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $433,890 | 6,897 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $389,484 | 6,282 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $372,016 | 6,283 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $265,498 | 5,060 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $253,126 | 4,678 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $246,577 | 4,678 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $245,628 | 4,479 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $210,908 | 4,272 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $212,855 | 4,764 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $154,830 | 3,499 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||