Position in KO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,459,284
-$1,251,157 QoQ
Shares Held
54,870
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#968
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $13,888,136 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (32.1% 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 | $4,459,284 | 54,870 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,710,441 | 75,088 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,978,917 | 71,219 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,110,086 | 77,052 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $5,407,916 | 76,437 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,268,581 | 73,563 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,755,024 | 60,312 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,170,465 | 58,036 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,718,177 | 58,416 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,610,414 | 59,013 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,262,304 | 55,359 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,584,958 | 64,040 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $4,374,259 | 72,638 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,618,180 | 90,572 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,476,833 | 101,821 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,039,459 | 107,809 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $8,194,529 | 130,258 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $6,819,132 | 109,986 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,398,231 | 108,060 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $6,034,731 | 115,013 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $6,545,577 | 120,968 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,345,914 | 120,393 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $6,867,996 | 125,237 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $6,162,215 | 124,817 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,759,743 | 128,911 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,735,331 | 129,612 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||