Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$121,417
+$35,557 QoQ
Shares Held
1,494
+32.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,393
of 3,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026American Capital Advisory, LLC holds $753,384 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (16.1% 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 | $121,417 | 1,494 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $85,860 | 1,129 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $83,822 | 1,199 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $77,196 | 1,164 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $83,768 | 1,184 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $81,646 | 1,140 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $68,299 | 1,097 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $78,758 | 1,096 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $44,873 | 705 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,179 | 101 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $41,545 | 705 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||