Position in KO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$178,956
-$8,887 QoQ
Shares Held
2,202
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,351
of 3,621 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $183,270 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (97.6% of the industry book) .
All Filings in KO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,956 | 2,202 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $187,843 | 2,470 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $232,800 | 3,330 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $230,196 | 3,471 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $281,938 | 3,985 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $157,349 | 2,197 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $154,467 | 2,481 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $173,254 | 2,411 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $153,460 | 2,411 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $147,504 | 2,411 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $142,080 | 2,411 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $134,967 | 2,411 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $145,190 | 2,411 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $149,554 | 2,411 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $153,363 | 2,411 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||