Freestone Capital Holdings, LLC

Position in KO — Coca Cola Co

CIK 1470876 Seattle, WA

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,589,263

+$594,887 QoQ

Shares Held

105,688

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#704

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $16,177,998 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	105,688	$8,589,263
2	MNST	Monster Beverage Corp	112,174	$5,391,082
3	PEP	Pepsico Inc	10,576	$1,431,990
4	KOF	Coca Cola Femsa Sab De CV	4,457	$473,556
5	COKE	Coca-Cola Consolidated, Inc.	1,530	$292,107

All Filings in KO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,589,263	105,688	+0.5%	Shares	Defined	2026-07-31
2026-03-31	$7,994,376	105,120	+2.4%	Shares	Defined	2026-05-13
2025-12-31	$7,176,471	102,653	+10.7%	Shares	Defined	2026-01-23
2025-09-30	$6,147,200	92,690	+9.6%	Shares	Defined	2025-11-12
2025-06-30	$5,985,662	84,603	-16.6%	Shares	Defined	2025-08-05
2025-03-31	$7,263,199	101,413	+2.4%	Shares	Defined	2025-05-13
2024-12-31	$6,165,856	99,034	+13.5%	Shares	Defined	2025-02-06
2024-09-30	$6,271,365	87,272	+1.3%	Shares	Defined	2024-11-14
2024-06-30	$5,481,856	86,125	+5.2%	Shares	Defined	2024-11-22
2024-03-31	$5,008,561	81,866	+4.3%	Shares	Defined	2024-11-22
2023-12-31	$4,626,299	78,505	+3.8%	Shares	Defined	2024-02-13
2023-09-30	$4,234,942	75,651	+28.5%	Shares	Defined	2023-11-14
2023-06-30	$3,545,693	58,879	+1.7%	Shares	Defined	2023-08-09
2023-03-31	$3,589,676	57,870	-1.2%	Shares	Defined	2023-05-12
2022-12-31	$3,725,510	58,568	-1.8%	Shares	Defined	2023-02-13
2022-09-30	$3,341,144	59,642	-8.2%	Shares	Defined	2022-11-09
2022-06-30	$4,085,312	64,939	-21.7%	Shares	Defined	2022-08-09
2022-03-31	$5,140,482	82,911	-1.6%	Shares	Defined	2022-05-12
2021-12-31	$4,989,449	84,267	+5.7%	Shares	Defined	2022-02-14
2021-09-30	$4,183,590	79,733	+2.1%	Shares	Defined	2021-11-15
2021-06-30	$4,224,043	78,064	-36.0%	Shares	Defined	2021-08-16
2021-03-31	$6,434,151	122,067	+30.7%	Shares	Defined	2021-05-17
2020-12-31	$5,122,165	93,402	+57.8%	Shares	Defined	2021-02-16
2020-09-30	$2,922,506	59,196	+14.3%	Shares	Defined	2020-11-06
2020-06-30	$2,314,826	51,809	-5.5%	Shares	Defined	2020-08-04
2020-03-31	$2,425,475	54,813	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.