ZACKS INVESTMENT MANAGEMENT

Position in KO — Coca Cola Co

CIK 1086483 Chicago, IL

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$101,144,009

+$6,521,003 QoQ

Shares Held

1,244,543

+0.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#196

of 3,612 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

ZACKS INVESTMENT MANAGEMENT holds $198,554,185 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	1,244,543	$101,144,009
2	PEP	Pepsico Inc	626,931	$84,886,457
3	MNST	Monster Beverage Corp	231,576	$11,129,542
4	COCO	Vita Coco Company, Inc.	16,693	$1,104,075
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,899	$290,102

All Filings in KO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,144,009	1,244,543	+0.0%	Shares	Sole	2026-08-13
2026-03-31	$94,623,006	1,244,221	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$87,361,843	1,249,633	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$83,396,935	1,257,493	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$89,275,038	1,261,838	+2.7%	Shares	Sole	2025-08-12
2025-03-31	$87,964,256	1,228,208	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$75,245,256	1,208,565	-1.5%	Shares	Sole	2025-02-13
2024-09-30	$88,150,805	1,226,702	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$76,879,525	1,207,848	+3.1%	Shares	Sole	2024-08-14
2024-03-31	$71,673,287	1,171,515	+4.4%	Shares	Sole	2024-05-15
2023-12-31	$66,144,328	1,122,422	-6.6%	Shares	Sole	2024-02-14
2023-09-30	$67,261,929	1,201,535	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$72,355,173	1,201,514	+0.5%	Shares	Sole	2023-08-15
2023-03-31	$74,152,708	1,195,433	+4.0%	Shares	Sole	2023-05-15
2022-12-31	$73,125,356	1,149,589	+11.8%	Shares	Sole	2023-02-14
2022-09-30	$57,603,013	1,028,258	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$62,750,774	997,469	+6.1%	Shares	Sole	2022-08-15
2022-03-31	$58,271,754	939,867	+6.2%	Shares	Sole	2022-05-13
2021-12-31	$52,396,882	884,933	+1.9%	Shares	Sole	2022-02-15
2021-09-30	$45,587,877	868,837	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$45,665,755	843,943	+5.4%	Shares	Sole	2021-08-16
2021-03-31	$42,209,113	800,780	-22.9%	Shares	Sole	2021-05-17
2020-12-31	$56,979,692	1,039,017	+1.0%	Shares	Sole	2021-02-16
2020-09-30	$50,806,765	1,029,102	+4.0%	Shares	Sole	2020-11-16
2020-06-30	$44,231,368	989,959	-4.7%	Shares	Sole	2020-08-14
2020-03-31	$45,948,978	1,038,395	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.