Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,377,042
+$9,263,422 QoQ
Shares Held
164,600
+204.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#556
of 3,618 holders
Holding Since
Mar 2024
10 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, 2026Diversify Advisory Services, LLC holds $26,726,247 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (50.1% of the industry book) .
All Filings in KO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,377,042 | 164,600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,113,620 | 54,091 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,597,127 | 94,366 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,184,406 | 93,251 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,483,439 | 105,773 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,222,846 | 86,887 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,918,789 | 79,004 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,690,525 | 93,105 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,724,352 | 58,513 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,042,040 | 66,068 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||