Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$114,834
+$56,048 QoQ
Shares Held
1,413
+82.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,401
of 3,621 holders
Holding Since
Dec 2025
3 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, 2026Joseph Group Capital Management holds $175,583 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (65.4% of the industry book) .
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,834 | 1,413 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $58,786 | 773 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $37,611 | 538 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||