Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,263,830
+$1,163,728 QoQ
Shares Held
52,465
+28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#992
of 3,621 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Naviter Wealth, LLC holds $6,240,203 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (68.3% of the industry book) .
All Filings in KO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,263,830 | 52,465 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,100,102 | 40,764 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,769,554 | 39,616 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,315,005 | 49,985 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,376,048 | 47,718 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,427,303 | 47,854 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,013,695 | 48,405 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,731,829 | 38,016 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,669,862 | 41,946 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,642,486 | 43,192 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,696,712 | 28,792 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,687,517 | 30,145 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,696,578 | 28,173 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,540,453 | 24,834 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,375,184 | 21,619 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,140,679 | 20,362 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,135,714 | 18,053 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||