Position in KO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,343,529
+$1,843,803 QoQ
Shares Held
78,055
+31.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#824
of 3,621 holders
Holding Since
Mar 2024
10 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, 2026Savvy Advisors, Inc. holds $12,220,917 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (51.9% 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 | $6,343,529 | 78,055 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,499,726 | 59,168 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,340,509 | 47,783 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,445,947 | 36,881 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,580,464 | 36,473 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,298,572 | 32,094 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,011,620 | 32,310 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,894,804 | 26,368 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $481,894 | 7,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $347,135 | 5,674 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||