Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$378,799
+$155,087 QoQ
Shares Held
4,661
+45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,733
of 3,621 holders
Holding Since
Dec 2022
4 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, 2026Fortis Capital Advisors, LLC holds $2,521,986 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
44,594 | $2,143,187 | |
| 2 | KO |
Coca Cola Co
This page
|
4,661 | $378,799 |
All Filings in KO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,799 | 4,661 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $223,712 | 3,200 | Shares | Sole | 2026-01-27 | |
| 2023-03-31 | $4,466 | 72 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $30,023 | 472 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||