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SHELTON CAPITAL MANAGEMENT

Position in KO — Coca Cola Co

CIK 1002784 Denver, CO

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, 2026

SHELTON 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
2 KO
Coca Cola Co
This page
316,182 $25,696,111

All Filings in KO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,696,111 316,182
2026-03-31 $17,270,042 227,088
2025-12-31 $31,986,271 457,535
2025-09-30 $15,641,041 235,842
2025-06-30 $16,585,922 234,430
2025-03-31 $33,111,071 462,316
2024-12-31 $15,233,340 244,673
2024-09-30 $15,376,602 213,980
2024-06-30 $16,541,362 259,880
2024-03-31 $13,937,966 227,819
2023-12-31 $9,227,200 156,579
2023-09-30 $7,465,772 133,365
2023-06-30 $8,085,378 134,264
2023-03-31 $9,742,679 157,064
2022-12-31 $4,910,692 77,200
2022-09-30 $8,544,394 152,524
2022-06-30 $9,733,686 154,724
2022-03-31 $9,517,248 153,504
2021-12-31 $2,731,949 46,140
2021-09-30 $2,362,933 45,034
2021-06-30 $2,003,043 37,018
2021-03-31 $2,826,152 53,617
2020-12-31 $2,987,957 54,485
2020-09-30 $4,099,487 83,036
2020-06-30 $3,888,768 87,036
2020-03-31 $3,997,368 90,336