Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,957,333
+$233,299 QoQ
Shares Held
36,389
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,189
of 3,620 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026BankPlus Trust Department holds $3,292,417 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (89.8% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,333 | 36,389 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,724,034 | 35,819 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,075,480 | 43,992 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,863,100 | 43,171 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,993,927 | 42,317 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,884,709 | 40,278 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,475,333 | 39,758 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||