Position in KO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$256,813
+$16,495 QoQ
Shares Held
3,160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,103
of 3,620 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Essential Investment Partners LLC holds $1,033,682 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (24.8% 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 | $256,813 | 3,160 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $240,318 | 3,160 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $220,915 | 3,160 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||