Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,646
-$1,522 QoQ
Shares Held
131
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#3,576
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, 2026Park Square Financial Group, LLC holds $13,074 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (81.4% 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 | $10,646 | 131 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $12,168 | 160 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,343 | 291 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,915 | 436 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $308,044 | 4,354 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $318,421 | 4,446 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $269,335 | 4,326 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||