Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,743,647
+$727,752 QoQ
Shares Held
58,369
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#950
of 3,618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 65%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $15,255,149 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
58,129 | $7,870,666 | |
| 2 | KO |
Coca Cola Co
This page
|
58,369 | $4,743,647 | |
| 3 | MNST |
Monster Beverage Corp
|
33,342 | $1,602,415 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
13,094 | $428,566 | |
| 5 | FIZZ |
National Beverage Corp
|
12,391 | $386,599 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,231 | $223,256 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,743,647 | 58,369 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,015,895 | 52,806 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,496,827 | 50,019 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,804,208 | 42,283 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $2,692,037 | 38,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,806,286 | 39,183 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,438,723 | 39,170 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,842,637 | 39,558 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,545,490 | 39,992 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,140,871 | 34,993 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,045,931 | 34,718 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,951,182 | 34,855 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,310,340 | 38,365 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,350,254 | 37,889 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,769,057 | 27,811 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,547,888 | 27,631 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,684,540 | 26,777 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,902,222 | 30,681 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,673,866 | 28,270 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,517,747 | 28,926 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,391,113 | 25,709 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,312,900 | 24,908 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,168,750 | 21,312 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,043,286 | 21,132 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $960,977 | 21,508 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $955,224 | 21,587 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||