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Equibles

MARATHON CAPITAL MANAGEMENT

Position in KO — Coca Cola Co

CIK 1213206 Hunt Valley, MD
Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$1,377,201
+$70,891 QoQ
Shares Held
16,946
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,672
of 3,641 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 28% Shared 0% None 72%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $2,155,480 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (63.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
This page 		16,946 $1,377,201
2 PEP
Pepsico Inc
 5,748 $778,279

All Filings in KO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,377,201 16,946
2026-03-31 $1,306,310 17,177
2025-12-31 $1,211,330 17,327
2025-09-30 $1,155,294 17,420
2025-06-30 $1,218,315 17,220
2025-03-31 $1,261,944 17,620
2024-12-31 $1,100,134 17,670
2024-09-30 $1,255,394 17,470
2024-06-30 $1,115,148 17,520
2024-03-31 $1,117,758 18,270
2023-12-31 $1,076,651 18,270
2023-09-30 $908,443 16,228
2023-06-30 $978,755 16,253
2023-03-31 $1,011,275 16,303
2022-12-31 $1,047,402 16,466
2022-09-30 $885,564 15,808
2022-06-30 $994,481 15,808
2022-03-31 $982,390 15,845
2021-12-31 $936,110 15,810
2021-09-30 $832,121 15,859
2021-06-30 $809,377 14,958
2021-03-31 $841,093 15,957
2020-12-31 $858,629 15,657
2020-09-30 $789,623 15,994
2020-06-30 $732,081 16,385
2020-03-31 $725,567 16,397