Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$61,521
-$31,260 QoQ
Shares Held
757
-38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,473
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,295,939 across 7 Beverages - Non-Alcoholic names. KO ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
8,949 | $1,211,694 | |
| 2 | KO |
Coca Cola Co
This page
|
757 | $61,521 | |
| 3 | KDP |
Keurig Dr Pepper Inc.
|
435 | $14,237 | |
| 4 | MNST |
Monster Beverage Corp
|
144 | $6,920 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
7 | $700 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
7 | $462 | |
| 7 | FIZZ |
National Beverage Corp
|
13 | $405 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,521 | 757 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $92,781 | 1,220 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $65,575 | 938 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $104,321 | 1,573 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $182,818 | 2,584 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $404,939 | 5,654 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $287,516 | 4,618 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $343,131 | 4,775 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $297,754 | 4,678 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $284,548 | 4,651 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $206,372 | 3,502 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $183,726 | 3,282 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $201,014 | 3,338 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $222,377 | 3,585 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $525,991 | 8,269 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $462,052 | 8,248 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $548,889 | 8,725 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $506,850 | 8,175 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $562,495 | 9,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $580,003 | 11,054 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $586,768 | 10,844 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $565,578 | 10,730 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $563,919 | 10,283 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $500,562 | 10,139 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $495,724 | 11,095 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $476,130 | 10,760 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||