Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$795,795
+$97,656 QoQ
Shares Held
9,792
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,122
of 3,621 holders
Holding Since
Dec 2022
7 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $869,461 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (91.5% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,795 | 9,792 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $698,139 | 9,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,337 | 248 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,556 | 22 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $6,423 | 105 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,957 | 152 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $7,060 | 111 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||