Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,309,963
-$2,117,801 QoQ
Shares Held
40,728
-42.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,132
of 3,621 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, 2026WESTPAC BANKING CORP holds $6,343,333 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (52.2% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,309,963 | 40,728 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,427,764 | 71,371 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,367,402 | 91,080 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,274,866 | 94,615 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,537,724 | 92,406 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,316,310 | 88,192 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,629,876 | 202,857 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,093,444 | 98,712 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $5,961,586 | 93,662 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,730,240 | 93,662 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $6,330,260 | 107,420 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $9,429,941 | 168,452 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,601,823 | 142,840 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $30,221,014 | 487,200 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $34,296,093 | 539,162 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $27,843,843 | 497,034 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $28,119,007 | 446,972 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $23,742,156 | 382,938 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $23,685,181 | 400,020 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $20,143,494 | 383,905 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $26,253,140 | 485,181 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $26,756,119 | 507,610 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $26,166,135 | 477,136 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $23,094,542 | 467,785 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $19,040,066 | 426,143 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $18,902,934 | 427,185 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||