Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,030,503
-$51,992 QoQ
Shares Held
12,680
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,904
of 3,621 holders
Holding Since
Mar 2026
2 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, 2026Everest Financial Group LLC holds $1,030,503 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
12,680 | $1,030,503 |
All Filings in KO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,503 | 12,680 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,082,495 | 14,234 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||