Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$267,215
+$18,228 QoQ
Shares Held
3,288
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,063
of 3,621 holders
Holding Since
Sep 2024
7 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, 2026Basepoint Wealth LLC holds $1,903,814 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (14.0% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,215 | 3,288 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $248,987 | 3,274 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $228,885 | 3,274 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $214,545 | 3,235 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $227,390 | 3,214 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $206,265 | 2,880 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $204,872 | 2,851 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||