Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,427
-$231 QoQ
Shares Held
116
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,573
of 3,612 holders
Holding Since
Dec 2022
15 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, 2026DecisionPoint Financial, LLC holds $14,900 across 8 Beverages - Non-Alcoholic names. KO ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
116 | $9,427 | |
| 2 | PEP |
Pepsico Inc
|
17 | $2,301 | |
| 3 | MNST |
Monster Beverage Corp
|
32 | $1,537 | |
| 4 | COCO |
Vita Coco Company, Inc.
|
10 | $661 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
13 | $425 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2 | $381 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
1 | $106 | |
| 8 | FIZZ |
National Beverage Corp
|
2 | $62 |
All Filings in KO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,427 | 116 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,658 | 127 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,206 | 146 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,790 | 27 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,910 | 27 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,067 | 350 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,791 | 350 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $25,151 | 350 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $22,277 | 350 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $21,413 | 350 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,625 | 350 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $19,593 | 350 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $21,077 | 350 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $21,710 | 350 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $22,263 | 350 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||