Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,284,202
+$264,693 QoQ
Shares Held
77,325
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#831
of 3,621 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Colonial Trust Co / SC holds $9,125,954 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (68.9% of the industry book) .
All Filings in KO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,284,202 | 77,325 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,019,509 | 79,152 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,611,465 | 80,267 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,615,579 | 84,674 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,966,772 | 84,336 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,929,777 | 82,795 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,195,597 | 83,450 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,328,778 | 74,155 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,379,501 | 68,806 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,015,549 | 65,635 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,718,777 | 63,105 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,268,896 | 58,394 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,512,331 | 58,325 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,534,903 | 56,987 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,574,945 | 56,201 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,967,323 | 52,969 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||