Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,581,195
+$1,086,023 QoQ
Shares Held
314,768
-2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#400
of 3,612 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Midwest Trust Co holds $88,346,861 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (29.0% of the industry book) .
All Filings in KO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,581,195 | 314,768 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $24,495,172 | 322,093 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $21,728,866 | 310,812 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,673,800 | 311,728 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,424,090 | 302,814 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||