Position in KO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,307,013
+$2,784,850 QoQ
Shares Held
139,129
+24.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#609
of 3,621 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026MONEY CONCEPTS CAPITAL CORP holds $16,629,566 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (68.0% of the industry book) .
All Filings in KO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,307,013 | 139,129 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,522,163 | 112,060 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,470,792 | 106,863 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,787,852 | 102,350 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,915,034 | 97,739 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,956,593 | 97,132 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,763,844 | 92,577 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,533,583 | 90,921 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,767,008 | 90,605 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,512,990 | 90,111 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,284,194 | 89,669 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,052,698 | 90,259 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,345,006 | 88,758 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $29,359,295 | 473,308 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $32,136,598 | 505,213 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,032,705 | 446,853 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,622,221 | 105,265 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,600,950 | 138,725 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,287,453 | 89,300 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $4,456,788 | 84,553 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,422,846 | 80,650 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||