Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$268,678
+$57,183 QoQ
Shares Held
3,306
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,058
of 3,621 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $449,819 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (59.7% of the industry book) .
All Filings in KO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,678 | 3,306 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $211,495 | 2,781 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $194,419 | 2,781 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $184,435 | 2,781 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $196,755 | 2,781 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $199,175 | 2,781 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $173,145 | 2,781 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $199,770 | 2,780 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $177,010 | 2,781 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $172,588 | 2,821 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $167,420 | 2,841 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $159,039 | 2,841 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $171,085 | 2,841 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $145,212 | 2,341 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $138,097 | 2,171 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $121,619 | 2,171 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||