Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,228,640
+$666,991 QoQ
Shares Held
52,032
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#996
of 3,621 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $6,088,548 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (69.5% 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 | $4,228,640 | 52,032 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,561,649 | 46,833 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,842,610 | 40,661 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,137,267 | 47,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,494,271 | 49,389 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,317,653 | 46,323 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,732,902 | 43,895 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,452,873 | 48,050 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,725,938 | 42,827 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,776,226 | 45,378 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,758,866 | 46,816 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,333,414 | 41,683 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,237,534 | 37,156 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,278,500 | 20,611 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,200,447 | 18,872 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||