Position in KO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,689,736
+$258,966 QoQ
Shares Held
35,368
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Parkside Financial Bank & Trust holds $7,326,492 across 12 Beverages - Non-Alcoholic names. KO ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
27,439 | $4,261,001 | |
| 2 | KO |
Coca Cola Co
This page
|
35,368 | $2,689,736 | |
| 3 | MNST |
Monster Beverage Corp
|
4,076 | $147,673 | |
| 4 | PRMB |
Primo Brands Corp
|
4,332 | $81,570 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
2,190 | $57,662 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
228 | $43,716 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
445 | $15,788 | |
| 8 | FIZZ |
National Beverage Corp
|
335 | $11,272 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,689,736 | 35,368 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,430,770 | 34,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,345,605 | 35,368 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,490,045 | 35,195 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,009,728 | 28,061 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,585,263 | 25,462 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,826,896 | 25,423 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,536,001 | 24,132 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,421,394 | 23,233 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,311,192 | 22,250 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $858,453 | 15,335 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $966,049 | 16,042 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $713,530 | 11,503 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $695,447 | 10,933 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $597,788 | 10,671 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $653,005 | 10,380 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $416,888 | 6,724 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $372,193 | 6,286 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $635,096 | 12,104 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $991,943 | 18,332 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $978,719 | 18,568 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,045,140 | 19,058 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $871,281 | 17,648 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $867,238 | 19,410 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $860,440 | 19,445 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||