Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$298,667
+$24,431 QoQ
Shares Held
3,675
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,955
of 3,621 holders
Holding Since
Sep 2024
7 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, 2026Safe Harbor Fiduciary, LLC holds $2,502,894 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (11.9% of the industry book) .
All Filings in KO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,667 | 3,675 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $274,236 | 3,606 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $265,727 | 3,801 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $517,465 | 7,314 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $522,467 | 7,295 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $456,428 | 7,331 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $514,445 | 7,159 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||