Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$420,571
+$36,596 QoQ
Shares Held
5,175
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,630
of 3,612 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $655,212 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (64.2% 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 | $420,571 | 5,175 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $383,975 | 5,049 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $350,808 | 5,018 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $277,548 | 4,185 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $269,981 | 3,816 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $263,990 | 3,686 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $216,539 | 3,478 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $244,609 | 3,404 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $216,662 | 3,404 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $226,180 | 3,697 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $207,845 | 3,527 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||