Position in KO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$562,307
+$7,219 QoQ
Shares Held
6,919
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#2,407
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, 2026CDM FINANCIAL COUNSELING SERVICES, INC. holds $898,727 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
6,919 | $562,307 | |
| 2 | MNST |
Monster Beverage Corp
|
7,000 | $336,420 |
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,307 | 6,919 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $555,088 | 7,299 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $542,711 | 7,763 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||