Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,888,662
+$736,635 QoQ
Shares Held
109,372
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#693
of 3,621 holders
Holding Since
Dec 2022
13 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, 2026RIA Advisory Group LLC holds $10,418,795 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (85.3% 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 | $8,888,662 | 109,372 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,152,027 | 107,193 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,775,110 | 111,216 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,966,080 | 89,959 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $5,751,409 | 81,292 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,184,315 | 86,349 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,607,944 | 90,073 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,577,198 | 77,612 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $4,511,657 | 73,744 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $4,215,294 | 75,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,652,717 | 77,262 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,427,267 | 71,373 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,908,274 | 77,162 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||