Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$29,013
+$22,549 QoQ
Shares Held
357
+320.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,535
of 3,621 holders
Holding Since
Jun 2022
11 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, 2026Morton Brown Family Wealth, LLC holds $37,360 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (77.7% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,013 | 357 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,464 | 85 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,942 | 85 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,647 | 55 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,891 | 55 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,939 | 55 | Shares | Sole | 2025-04-25 | |
| 2023-12-31 | $3,241 | 55 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,605 | 118 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $7,105 | 118 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $9,924 | 160 | Shares | Sole | 2023-04-26 | |
| 2022-06-30 | $5,976 | 95 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||