Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,228,886
+$3,239,187 QoQ
Shares Held
162,777
+23.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#558
of 3,620 holders
Holding Since
Mar 2020
26 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, 2026EQUITABLE TRUST CO holds $17,989,719 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (73.5% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,228,886 | 162,777 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,989,699 | 131,357 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,315,786 | 133,254 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,681,685 | 130,906 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,602,048 | 135,718 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,812,565 | 95,121 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,935,183 | 95,329 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,929,391 | 110,345 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,044,081 | 110,669 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,286,904 | 119,106 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,146,675 | 121,274 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $6,872,775 | 122,772 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,438,373 | 123,520 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,668,458 | 123,625 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,790,188 | 122,468 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $7,947,948 | 141,877 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,190,962 | 146,097 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,759,670 | 141,285 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,111,176 | 136,990 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,863,915 | 130,816 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,877,272 | 127,098 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,255,478 | 137,649 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,142,799 | 130,248 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,407,534 | 129,786 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,237,685 | 139,608 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $8,754,375 | 197,839 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||