Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,014,440
+$345,351 QoQ
Shares Held
61,701
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#920
of 3,621 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $10,045,353 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (49.9% 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 | $5,014,440 | 61,701 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,669,089 | 61,395 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,292,683 | 61,403 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,996,828 | 30,109 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,239,642 | 45,790 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,988,672 | 27,767 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,570,944 | 25,232 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,604,637 | 36,246 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,274,023 | 35,727 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,440 | 187 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,019 | 187 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||