Position in KO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$924,608
+$179,699 QoQ
Shares Held
11,377
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,000
of 3,612 holders
Holding Since
Mar 2024
10 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, 2026Root Financial Partners, LLC holds $1,867,295 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (49.5% 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 | $924,608 | 11,377 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $744,909 | 9,795 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $642,123 | 9,185 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $569,158 | 8,582 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $544,704 | 7,699 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $420,481 | 5,871 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $349,714 | 5,617 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $338,819 | 4,715 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $231,813 | 3,642 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $279,041 | 4,561 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||