Position in KO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,115,107
+$370,691 QoQ
Shares Held
87,549
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#787
of 3,618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 1%
None 8%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026NBT BANK N A /NY holds $16,590,432 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (42.9% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,115,107 | 87,549 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,744,416 | 88,684 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $6,241,423 | 89,278 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,924,696 | 89,335 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,478,506 | 91,569 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $6,581,304 | 91,892 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,763,283 | 92,568 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $6,710,573 | 93,384 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,148,016 | 96,591 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,035,746 | 131,346 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,828,024 | 132,836 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,457,543 | 133,218 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,818,911 | 63,416 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,957,264 | 63,796 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $4,091,458 | 64,321 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,483,827 | 62,189 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,890,919 | 61,849 | Shares | Other | 2022-07-26 | |
| 2022-03-31 | $3,819,014 | 61,597 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,692,513 | 62,363 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,318,884 | 63,253 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,515,689 | 64,973 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,572,682 | 67,780 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $3,730,764 | 68,030 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,079,591 | 82,633 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,069,381 | 68,697 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $3,358,884 | 75,907 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||