Position in KO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,654,250
+$83,894 QoQ
Shares Held
20,355
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,538
of 3,621 holders
Holding Since
Dec 2023
11 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, 2026Lummis Asset Management, LP holds $2,961,894 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (55.9% 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 | $1,654,250 | 20,355 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,570,356 | 20,649 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,552,211 | 22,203 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,524,099 | 22,981 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,626,896 | 22,995 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,663,374 | 23,225 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $913,665 | 14,675 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,071,073 | 14,905 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $945,520 | 14,855 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $898,611 | 14,688 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,364,818 | 23,160 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||