Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,720
+$1,974 QoQ
Shares Held
378
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,533
of 3,621 holders
Holding Since
Jun 2021
21 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $115,301 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (26.6% of the industry book) .
All Filings in KO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,720 | 378 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,746 | 378 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,425 | 378 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $28,451 | 429 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $45,633 | 645 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $44,117 | 616 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,953 | 192 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,126 | 127 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,083 | 127 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,031 | 213 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,552 | 213 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,255,687 | 22,431 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,361,634 | 22,611 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,399,258 | 38,679 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,065,175 | 48,187 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,692,489 | 48,063 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,950,164 | 46,895 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $872,712 | 14,076 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $110,781 | 1,871 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $97,384 | 1,856 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $97,776 | 1,807 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||