Position in KO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$145,392
+$9,339 QoQ
Shares Held
1,789
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,379
of 3,621 holders
Holding Since
Dec 2025
3 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, 2026Ares Financial Consulting, LLC holds $236,665 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (61.4% of the industry book) .
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,392 | 1,789 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $136,053 | 1,789 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $60,122 | 860 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||