Position in KO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$710,123,929
+$120,686,618 QoQ
Shares Held
8,737,836
+12.7% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#49
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,203,156,858 across 10 Beverages - Non-Alcoholic names. KO ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
8,737,836 | $710,123,929 | |
| 2 | PEP |
Pepsico Inc
|
1,716,571 | $232,423,711 | |
| 3 | MNST |
Monster Beverage Corp
|
2,518,464 | $121,037,378 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
1,557,062 | $50,962,638 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
163,216 | $31,161,197 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
346,306 | $22,904,678 | |
| 7 | SUJA |
Suja Life, Inc.
|
1,864,317 | $18,941,460 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
358,147 | $10,486,544 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,123,929 | 8,737,836 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $589,437,311 | 7,750,655 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $533,387,362 | 7,629,629 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $500,610,351 | 7,548,407 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $590,190,980 | 8,341,922 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $532,158,800 | 7,430,310 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $468,026,972 | 7,517,298 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $547,746,165 | 7,622,407 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $511,790,871 | 8,040,705 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $499,979,477 | 8,172,270 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $499,430,216 | 8,474,974 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $473,138,928 | 8,451,928 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $500,272,168 | 8,307,409 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $509,301,656 | 8,210,570 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $519,845,599 | 8,172,388 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $450,786,272 | 8,046,881 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $521,003,885 | 8,281,734 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $580,896,290 | 9,369,295 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $561,041,216 | 9,475,447 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $488,276,637 | 9,305,825 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $503,327,269 | 9,301,927 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $501,883,904 | 9,521,607 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $526,552,017 | 9,601,605 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $482,795,400 | 9,779,125 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $462,946,815 | 10,361,388 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $406,422,443 | 9,184,688 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||