Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$59,733
+$4,217 QoQ
Shares Held
735
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,485
of 3,620 holders
Holding Since
Mar 2026
2 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, 2026Napier Financial, LLC holds $93,583 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
735 | $59,733 | |
| 2 | PEP |
Pepsico Inc
|
250 | $33,850 |
All Filings in KO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,733 | 735 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $55,516 | 730 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||