Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$214,715
+$38,508 QoQ
Shares Held
2,642
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,289
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)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $303,725 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (70.7% 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 | $214,715 | 2,642 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $176,207 | 2,317 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $172,537 | 2,468 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $176,941 | 2,668 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $174,611 | 2,468 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $191,082 | 2,668 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $159,883 | 2,568 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||