Position in KO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$605,890
+$91,563 QoQ
Shares Held
7,967
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $850,497 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (71.2% of the industry book) .
All Filings in KO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $605,890 | 7,967 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $514,327 | 7,357 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $487,916 | 7,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $520,507 | 7,357 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,224,702 | 17,100 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $458,046 | 7,357 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||