Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$970,201
+$54,483 QoQ
Shares Held
11,938
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,960
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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $2,133,540 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (45.5% 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 | $970,201 | 11,938 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $915,718 | 12,041 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $854,789 | 12,227 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $993,805 | 14,985 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $894,987 | 12,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $814,176 | 11,368 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $712,316 | 11,441 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $861,385 | 11,987 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $762,972 | 11,987 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $719,966 | 11,768 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $697,554 | 11,837 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||