Position in KO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,501
+$417 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,589
of 3,621 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $16,259 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (40.0% 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 | $6,501 | 80 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,084 | 80 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,592 | 80 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||