Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$51,931
+$3,336 QoQ
Shares Held
639
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,499
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, 2026Phillip James Consulting Co. holds $107,169 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (48.5% of the industry book) .
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,931 | 639 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $48,595 | 639 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $41,946 | 600 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||