CI INVESTMENTS INC.

Position in KO — Coca Cola Co

CIK 1163648 TORONTO, Z4

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Position in KO

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

Position Value

$114,854,177

+$12,342,200 QoQ

Shares Held

1,413,242

+4.8% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#175

of 3,632 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

CI INVESTMENTS INC. holds $165,052,296 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	1,413,242	$114,854,177
2	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	288,689	$28,889,108
3	PEP	Pepsico Inc	121,889	$16,503,770
4	KDP	Keurig Dr Pepper Inc.	77,005	$2,520,373
5	MNST	Monster Beverage Corp	47,542	$2,284,868

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	$114,854,177	1,413,242	+4.8%	Shares	Sole	2026-08-13
2026-03-31	$102,511,977	1,347,955	-14.8%	Shares	Sole	2026-05-13
2025-12-31	$110,652,848	1,582,790	+8.9%	Shares	Sole	2026-02-12
2025-09-30	$96,402,221	1,453,592	+15.9%	Shares	Sole	2025-11-12
2025-06-30	$88,732,810	1,254,174	+17.5%	Shares	Sole	2025-08-12
2025-03-31	$76,446,256	1,067,387	-3.2%	Shares	Sole	2025-05-13
2024-12-31	$68,671,783	1,102,984	-24.7%	Shares	Sole	2025-02-12
2024-09-30	$105,314,782	1,465,555	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$91,127,322	1,431,694	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$88,729,659	1,450,305	-2.2%	Shares	Sole	2024-05-13
2023-12-31	$87,410,456	1,483,293	-25.7%	Shares	Sole	2024-02-12
2023-09-30	$111,764,853	1,996,514	-0.6%	Shares	Sole	2023-11-13
2023-06-30	$120,953,856	2,008,533	+3.8%	Shares	Sole	2023-08-11
2023-03-31	$120,057,947	1,935,482	+2.6%	Shares	Sole	2023-05-12
2022-12-31	$119,953,065	1,885,758	+28.6%	Shares	Sole	2023-02-10
2022-09-30	$82,156,635	1,466,559	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$92,841,005	1,475,775	-34.7%	Shares	Sole	2022-08-12
2022-03-31	$140,157,014	2,260,597	+6.9%	Shares	Sole	2022-05-12
2021-12-31	$125,155,965	2,113,764	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$111,475,348	2,124,554	+5.5%	Shares	Sole	2021-11-12
2021-06-30	$108,948,590	2,013,465	+2.7%	Shares	Sole	2021-08-13
2021-03-31	$103,321,035	1,960,179	+1.6%	Shares	Sole	2021-05-13
2020-12-31	$105,787,731	1,929,025	+75.5%	Shares	Sole	2021-02-09
2020-09-30	$54,272,095	1,099,293	+2.0%	Shares	Sole	2020-11-09
2020-06-30	$48,167,274	1,078,050	-5.8%	Shares	Sole	2020-08-07
2020-03-31	$50,627,973	1,144,135	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.