Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$27,127,032
+$1,708,841 QoQ
Shares Held
333,789
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#387
of 3,621 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $40,909,412 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (66.3% of the industry book) .
All Filings in KO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,127,032 | 333,789 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $25,418,191 | 334,230 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $23,205,995 | 331,941 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $21,648,307 | 326,422 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,980,661 | 324,815 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,996,680 | 321,093 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $20,006,379 | 321,336 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,958,695 | 319,492 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $19,813,990 | 311,296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,110,367 | 312,363 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,854,274 | 286,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,268,459 | 290,612 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $17,193,231 | 285,507 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $17,602,191 | 283,769 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $17,878,862 | 281,070 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $15,664,928 | 279,631 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,312,517 | 275,195 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,768,272 | 270,456 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $666,526 | 11,257 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $558,123 | 10,637 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||