Position in KO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$767,270
+$34,453 QoQ
Shares Held
9,441
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,155
of 3,621 holders
Holding Since
Jun 2025
5 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, 2026Fox Hill Wealth Management holds $1,028,043 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
9,441 | $767,270 | |
| 2 | MNST |
Monster Beverage Corp
|
5,426 | $260,773 |
All Filings in KO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,270 | 9,441 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $732,817 | 9,636 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $682,741 | 9,766 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $750,808 | 11,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $830,463 | 11,738 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||