Position in KO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$667,145
+$78,823 QoQ
Shares Held
8,209
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,263
of 3,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Canopy Partners, LLC holds $1,681,863 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (39.7% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,145 | 8,209 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $588,322 | 7,736 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $528,869 | 7,565 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $463,245 | 6,985 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $486,830 | 6,881 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $507,427 | 7,085 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $413,219 | 6,637 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $435,399 | 6,059 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $390,110 | 6,129 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $362,185 | 5,920 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $299,835 | 5,088 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||