Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,279,164
+$554,120 QoQ
Shares Held
77,263
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#832
of 3,621 holders
Holding Since
Dec 2021
19 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, 2026Prosperity Consulting Group, LLC holds $8,633,003 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (72.7% of the industry book) .
All Filings in KO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,279,164 | 77,263 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,725,044 | 75,280 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,455,147 | 78,031 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,340,351 | 80,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,803,256 | 39,622 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,824,263 | 39,434 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,524,269 | 40,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,969,039 | 41,317 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,367,965 | 21,492 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,406,528 | 22,990 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,292,629 | 21,935 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,009,823 | 18,039 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $820,678 | 13,628 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $870,715 | 14,037 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $895,819 | 14,083 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $772,011 | 13,781 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $872,939 | 13,876 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $853,554 | 13,767 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $811,828 | 13,711 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||