Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,009
+$3,983 QoQ
Shares Held
763
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,479
of 3,621 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $145,201 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (42.7% of the industry book) .
All Filings in KO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,009 | 763 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $58,026 | 763 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,341 | 763 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $183,242 | 2,763 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $188,690 | 2,667 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||