Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,435,878
+$103,559 QoQ
Shares Held
17,668
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,637
of 3,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Derivatives in KO
reported options exposure · as of Jun 30, 2026CallValue
$24,381
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026ZEGA Investments, LLC holds $3,419,706 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (42.0% of the industry book) .
All Filings in KO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,878 | 17,668 | Shares | Sole | 2026-07-31 | |
| 2026-06-30 | $24,381 | 300 | Call | Sole | 2026-07-31 | |
| 2026-03-31 | $15,210 | 200 | Call | Sole | 2026-05-11 | |
| 2026-03-31 | $1,332,319 | 17,519 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,217,482 | 17,415 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,148,529 | 17,318 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,209,471 | 17,095 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,224,343 | 17,095 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,064,708 | 17,101 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||