Position in KO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,276,020
-$61,395 QoQ
Shares Held
15,701
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#1,727
of 3,621 holders
Holding Since
Mar 2020
26 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, 2026Gleason Group, Inc. holds $1,367,845 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (93.3% 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 | $1,276,020 | 15,701 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,337,415 | 17,586 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,068,644 | 15,286 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $995,330 | 15,008 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,066,910 | 15,080 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,093,494 | 15,268 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $950,585 | 15,268 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,081,564 | 15,051 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $954,177 | 14,991 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $906,626 | 14,819 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $873,283 | 14,819 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $816,468 | 14,585 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $871,684 | 14,475 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $891,309 | 14,369 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $903,198 | 14,199 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $783,887 | 13,993 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $874,197 | 13,896 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $855,476 | 13,798 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $816,979 | 13,798 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $713,067 | 13,590 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $729,673 | 13,485 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $705,154 | 13,378 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $679,412 | 12,389 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $601,474 | 12,183 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $628,022 | 14,056 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $616,402 | 13,930 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||