Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,696,111
+$8,426,069 QoQ
Shares Held
316,182
+39.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#398
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, 2026SHELTON CAPITAL MANAGEMENT holds $82,599,575 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
537,716 | $25,842,630 | |
| 2 | KO |
Coca Cola Co
This page
|
316,182 | $25,696,111 | |
| 3 | PEP |
Pepsico Inc
|
155,347 | $21,033,983 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
150,478 | $4,925,144 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
47,490 | $4,752,324 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
1,830 | $349,383 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,696,111 | 316,182 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,270,042 | 227,088 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,986,271 | 457,535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,641,041 | 235,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,585,922 | 234,430 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,111,071 | 462,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,233,340 | 244,673 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,376,602 | 213,980 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,541,362 | 259,880 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,937,966 | 227,819 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,227,200 | 156,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,465,772 | 133,365 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,085,378 | 134,264 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,742,679 | 157,064 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,910,692 | 77,200 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,544,394 | 152,524 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,733,686 | 154,724 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,517,248 | 153,504 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,731,949 | 46,140 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,362,933 | 45,034 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,003,043 | 37,018 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,826,152 | 53,617 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,987,957 | 54,485 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,099,487 | 83,036 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,888,768 | 87,036 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,997,368 | 90,336 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||