Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,478,195
+$1,333,012 QoQ
Shares Held
116,626
+8.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#667
of 3,621 holders
Holding Since
Dec 2024
7 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, 2026MUFG SECURITIES AMERICAS INC. holds $18,460,013 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (51.3% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,478,195 | 116,626 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,145,183 | 107,103 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,291,473 | 104,298 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,927,057 | 104,449 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,073,887 | 85,850 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,908,619 | 68,537 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,563,202 | 57,231 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||