Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,289,186
+$261,447 QoQ
Shares Held
15,863
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,712
of 3,607 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $3,137,055 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (41.1% of the industry book) .
All Filings in KO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,186 | 15,863 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,027,739 | 13,514 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $998,804 | 14,287 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $581,626 | 8,770 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $630,028 | 8,905 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $522,897 | 7,301 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $484,631 | 7,784 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $540,746 | 7,525 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $521,675 | 8,196 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $478,978 | 7,829 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $387,759 | 6,580 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $286,337 | 5,115 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||