Position in KO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$791,813
+$111,242 QoQ
Shares Held
9,743
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,126
of 3,621 holders
Holding Since
Mar 2020
13 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, 2026SYM FINANCIAL Corp holds $1,975,665 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (40.1% of the industry book) .
All Filings in KO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,813 | 9,743 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $680,571 | 8,949 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $567,529 | 8,118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $543,757 | 8,199 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $594,300 | 8,400 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $605,045 | 8,448 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $585,430 | 9,403 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $564,675 | 7,858 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $429,828 | 6,753 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $417,981 | 6,832 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $394,418 | 6,693 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $351,330 | 6,276 | Shares | Sole | 2023-10-27 | |
| 2020-03-31 | $361,743 | 8,175 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||