Position in KO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$32,264
+$5,875 QoQ
Shares Held
397
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,529
of 3,621 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $175,595 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (18.4% 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 | $32,264 | 397 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $26,389 | 347 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $27,894 | 399 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $28,915 | 436 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||