Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,253
+$2,521 QoQ
Shares Held
483
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,519
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, 2026Sunrise Financial Services, LLC holds $73,776 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (53.2% 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 | $39,253 | 483 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,732 | 483 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $33,766 | 483 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||