Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$924,121
+$66,277 QoQ
Shares Held
11,371
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,004
of 3,620 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, 2026Trueblood Wealth Management, LLC holds $1,903,434 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (48.6% 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 | $924,121 | 11,371 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $857,844 | 11,280 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $788,584 | 11,280 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $792,192 | 11,945 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $844,330 | 11,934 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $846,333 | 11,817 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $735,726 | 11,817 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $854,918 | 11,897 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $758,007 | 11,909 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $940,336 | 15,370 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $916,125 | 15,546 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||