Position in KO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$14,052,883
+$1,356,564 QoQ
Shares Held
172,916
+3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#539
of 3,621 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)
Derivatives in KO
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$1,428,504
PutShares
26,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $57,011,093 across 7 Beverages - Non-Alcoholic names. KO ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
263,954 | $35,739,371 | |
| 2 | KO |
Coca Cola Co
This page
|
172,916 | $14,052,883 | |
| 3 | MNST |
Monster Beverage Corp
|
117,694 | $5,656,373 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
19,937 | $652,538 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
2,094 | $399,786 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,082 | $308,415 | |
| 7 | PRMB |
Primo Brands Corp
|
8,254 | $201,727 |
All Filings in KO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,052,883 | 172,916 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $12,696,319 | 166,947 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,538,226 | 165,044 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,816,885 | 148,023 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,696,692 | 151,190 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,605,274 | 148,077 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,186,276 | 147,547 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,831,026 | 150,724 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,336,372 | 146,683 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,598,420 | 140,543 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,425,339 | 142,972 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,129,807 | 145,227 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,262,197 | 153,806 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,116,782 | 163,095 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $18,510,064 | 290,993 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $17,728,929 | 316,475 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,186,263 | 336,771 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $16,960,844 | 273,562 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,453,686 | 294,776 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,599,960 | 297,312 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,428,504 | 26,400 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $16,377,906 | 302,678 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,772,216 | 318,198 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,746,819 | 305,376 | Shares | Defined | 2021-02-17 | |
| 2020-12-31 | $1,996,176 | 36,400 | Put | Defined | 2021-02-17 | |
| 2020-09-30 | $15,316,499 | 310,239 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,531 | 370 | Put | Defined | 2020-08-13 | |
| 2020-06-30 | $13,370,892 | 299,259 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $14,666,751 | 331,452 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||