Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,167,179
+$719,803 QoQ
Shares Held
334,283
-3.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#386
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, 2026SIGNATUREFD, LLC holds $37,773,451 across 12 Beverages - Non-Alcoholic names. KO ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
334,283 | $27,167,179 | |
| 2 | MNST |
Monster Beverage Corp
|
94,794 | $4,555,799 | |
| 3 | PEP |
Pepsico Inc
|
32,110 | $4,347,694 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
7,787 | $779,245 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
8,943 | $292,704 | |
| 6 | PRMB |
Primo Brands Corp
|
7,566 | $184,913 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
938 | $179,082 | |
| 8 | FIZZ |
National Beverage Corp
|
3,746 | $116,875 |
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,167,179 | 334,283 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $26,447,376 | 347,763 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $27,248,820 | 389,770 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $29,302,961 | 441,842 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $31,699,113 | 448,044 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $34,763,202 | 485,384 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $32,978,623 | 529,692 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $38,232,466 | 532,041 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $34,713,818 | 545,386 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $33,196,206 | 542,599 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $32,688,942 | 554,708 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $31,456,505 | 561,924 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $33,231,684 | 551,838 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $37,834,143 | 609,933 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $38,412,234 | 603,871 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $28,347,296 | 506,021 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $31,256,833 | 496,850 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $34,335,290 | 553,795 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $34,237,590 | 578,240 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $15,056,738 | 286,959 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $15,640,224 | 289,045 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,725,764 | 298,345 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $17,611,207 | 321,138 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,127,006 | 326,656 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,516,263 | 324,894 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $26,649,562 | 602,250 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||