FIRST CITIZENS BANK & TRUST CO

Bank

Position in KO — Coca Cola Co

CIK 1092203 RALEIGH, NC

Position in KO

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

Position Value

$20,476,382

+$1,663,210 QoQ

Shares Held

251,955

+1.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#449

of 3,618 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 1% None 2%

Consumer Defensive · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $33,653,977 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	251,955	$20,476,382
2	PEP	Pepsico Inc	87,969	$11,911,002
3	MNST	Monster Beverage Corp	13,466	$647,175
4	CELH	Celsius Holdings, Inc.	21,155	$619,418

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,476,382	251,955	+1.8%	Shares	Sole	2026-07-13
2026-03-31	$18,813,172	247,379	+0.8%	Shares	Sole	2026-05-13
2025-12-31	$17,161,017	245,473	+3.0%	Shares	Sole	2026-02-18
2025-09-30	$15,812,146	238,422	-2.8%	Shares	Sole	2025-10-31
2025-06-30	$17,354,833	245,298	+28.6%	Shares	Sole	2025-07-30
2025-03-31	$13,663,519	190,778	+4.5%	Shares	Sole	2025-04-14
2024-12-31	$11,369,360	182,611	-1.6%	Shares	Sole	2025-01-21
2024-09-30	$13,339,227	185,628	-1.8%	Shares	Sole	2024-10-17
2024-06-30	$12,028,449	188,978	+1.0%	Shares	Sole	2024-07-19
2024-03-31	$11,447,878	187,118	+51.2%	Shares	Sole	2024-04-15
2023-12-31	$7,291,997	123,740	-6.6%	Shares	Sole	2024-01-22
2023-09-30	$7,415,725	132,471	-4.2%	Shares	Sole	2023-10-30
2023-06-30	$8,326,377	138,266	+25.2%	Shares	Sole	2023-08-15
2023-03-31	$6,851,461	110,454	+24.5%	Shares	Sole	2023-05-11
2022-12-31	$5,644,496	88,736	-10.6%	Shares	Sole	2023-01-24
2022-09-30	$5,557,295	99,202	-11.4%	Shares	Sole	2022-10-20
2022-06-30	$7,043,277	111,958	+2.3%	Shares	Sole	2022-07-26
2022-03-31	$6,786,830	109,465	+3.2%	Shares	Sole	2022-04-26
2021-12-31	$6,279,279	106,051	+1.5%	Shares	Sole	2022-03-11
2021-09-30	$5,484,793	104,532	+2.1%	Shares	Sole	2021-10-15
2021-06-30	$5,537,292	102,334	-3.2%	Shares	Sole	2021-07-14
2021-03-31	$5,575,083	105,769	-0.1%	Shares	Sole	2021-04-14
2020-12-31	$5,807,829	105,905	-2.1%	Shares	Sole	2021-01-13
2020-09-30	$5,339,167	108,146	-22.9%	Shares	Sole	2020-10-15
2020-06-30	$6,264,493	140,208	+34.1%	Shares	Sole	2020-07-15
2020-03-31	$4,628,019	104,588	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.