Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$286,314
+$31,851 QoQ
Shares Held
3,523
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,995
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, 2026Stonebridge Financial Group, LLC / MO holds $1,033,686 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (27.7% 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 | $286,314 | 3,523 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $254,463 | 3,346 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $232,310 | 3,323 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||