Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$227,230
+$14,747 QoQ
Shares Held
2,796
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#3,231
of 3,621 holders
Holding Since
Mar 2026
2 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, 2026Unify Financial Advisors holds $535,636 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELH |
Celsius Holdings, Inc.
|
10,533 | $308,406 | |
| 2 | KO |
Coca Cola Co
This page
|
2,796 | $227,230 |
All Filings in KO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,230 | 2,796 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $212,483 | 2,794 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||