Position in KO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,795,254
+$254,177 QoQ
Shares Held
22,090
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,483
of 3,612 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, 2026United Advisor Group, LLC holds $2,512,197 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
22,090 | $1,795,254 | |
| 2 | PEP |
Pepsico Inc
|
5,295 | $716,943 |
All Filings in KO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,254 | 22,090 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,541,077 | 20,264 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,407,148 | 20,128 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,063,905 | 16,042 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $803,366 | 11,355 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $771,991 | 10,779 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $832,167 | 13,366 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $693,377 | 9,649 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $452,233 | 7,105 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $351,540 | 5,746 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||