Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,477,406
+$185,850 QoQ
Shares Held
18,179
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,617
of 3,612 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $4,733,655 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (31.2% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,477,406 | 18,179 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,291,556 | 16,983 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,035,366 | 14,810 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $534,008 | 8,052 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $845,604 | 11,952 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $530,274 | 7,404 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $239,638 | 3,849 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||