Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,879
-$4,936 QoQ
Shares Held
220
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,556
of 3,618 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $78,833 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (22.7% of the industry book) .
All Filings in KO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,879 | 220 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,815 | 300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,112 | 302 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,840 | 269 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||