Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$95,492
-$108,805 QoQ
Shares Held
1,175
-58.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,421
of 3,621 holders
Holding Since
Mar 2024
3 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, 2026Quantum Portfolio Management LLC holds $415,738 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (23.0% of the industry book) .
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,492 | 1,175 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $204,297 | 2,843 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $241,171 | 3,942 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||