Position in KO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$268,759
+$17,262 QoQ
Shares Held
3,307
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,057
of 3,621 holders
Holding Since
Mar 2024
10 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, 2026Fortune Financial Advisors, LLC holds $4,109,483 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (6.5% of the industry book) .
All Filings in KO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,759 | 3,307 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $251,497 | 3,307 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $240,210 | 3,436 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $227,875 | 3,436 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $243,097 | 3,436 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $246,086 | 3,436 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $201,722 | 3,240 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $232,826 | 3,240 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $206,226 | 3,240 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $201,465 | 3,293 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||