Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$66,316
+$5,476 QoQ
Shares Held
816
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,468
of 3,621 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Mechanics Financial Corp holds $1,767,088 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (3.8% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,316 | 816 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $60,840 | 800 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $55,928 | 800 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $64,993 | 980 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $69,335 | 980 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $70,187 | 980 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $49,808 | 800 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $57,488 | 800 | Shares | Sole | 2024-11-06 | |
| 2022-06-30 | $6,291 | 100 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,600 | 300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $106,578 | 1,800 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||