Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$44,454
+$2,855 QoQ
Shares Held
547
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,508
of 3,621 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Greykasell Wealth Strategies, Inc. holds $119,641 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (37.2% of the industry book) .
All Filings in KO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,454 | 547 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $41,599 | 547 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,280 | 333 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,084 | 333 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,843 | 125 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,952 | 125 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||