Position in KO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$20,940,678
+$1,020,142 QoQ
Shares Held
257,668
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#444
of 3,607 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026FIRST HORIZON CORP holds $27,429,045 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (76.3% of the industry book) .
All Filings in KO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,940,678 | 257,668 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $19,920,536 | 261,940 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $15,125,656 | 216,359 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $14,466,911 | 218,138 | Shares | Defined | 2025-10-27 | |
| 2021-06-30 | $8,025,270 | 148,314 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $8,253,120 | 156,576 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $10,527,305 | 191,964 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,977,775 | 202,102 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||