Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$783,280
+$52,896 QoQ
Shares Held
9,638
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,135
of 3,621 holders
Holding Since
Dec 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, 2026SITTNER & NELSON, LLC holds $992,150 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (78.9% 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 | $783,280 | 9,638 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $730,384 | 9,604 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $697,142 | 9,972 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $670,760 | 10,114 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $715,565 | 10,114 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $724,364 | 10,114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $627,207 | 10,074 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $714,360 | 9,941 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $636,563 | 10,001 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $601,644 | 9,834 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $579,517 | 9,834 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $550,507 | 9,834 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $592,203 | 9,834 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $607,335 | 9,791 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $600,796 | 9,445 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $532,974 | 9,514 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $686,599 | 10,914 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $484,034 | 7,807 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $457,456 | 7,726 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $405,383 | 7,726 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $418,053 | 7,726 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $407,237 | 7,726 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $423,693 | 7,726 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||