Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$92,972
+$17,835 QoQ
Shares Held
1,144
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,424
of 3,621 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $326,462 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (28.5% of the industry book) .
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,972 | 1,144 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $75,137 | 988 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $62,919 | 900 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||