Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$411,226
+$72,348 QoQ
Shares Held
5,060
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,655
of 3,618 holders
Holding Since
Dec 2022
13 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, 2026FourThought Financial Partners, LLC holds $19,266,212 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (2.1% of the industry book) .
All Filings in KO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,226 | 5,060 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $338,878 | 4,456 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $395,970 | 5,664 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $317,075 | 4,781 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $412,260 | 5,827 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $448,341 | 6,260 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $427,726 | 6,870 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $474,145 | 7,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $439,087 | 7,451 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $442,633 | 7,907 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $463,212 | 7,692 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $483,337 | 7,792 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $421,925 | 6,633 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||