Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,027,800
+$39,957 QoQ
Shares Held
295,654
-6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#417
of 3,612 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $56,513,850 across 8 Beverages - Non-Alcoholic names. KO ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
295,654 | $24,027,800 | |
| 2 | MNST |
Monster Beverage Corp
|
335,376 | $16,118,170 | |
| 3 | PEP |
Pepsico Inc
|
96,935 | $13,124,999 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
38,176 | $1,249,500 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
8,267 | $827,278 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
8,246 | $545,390 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
3,716 | $394,825 | |
| 8 | FIZZ |
National Beverage Corp
|
7,240 | $225,888 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,027,800 | 295,654 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $23,987,843 | 315,422 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $19,416,733 | 277,739 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,929,518 | 285,427 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,003,694 | 296,872 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,835,505 | 304,880 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $17,266,628 | 277,331 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $21,554,838 | 299,956 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $16,506,863 | 259,338 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,570,322 | 238,155 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $12,792,052 | 217,072 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,311,065 | 219,919 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $13,817,840 | 229,456 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,047,485 | 242,584 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,667,270 | 246,302 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,318,362 | 237,743 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $14,492,765 | 230,373 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,009,152 | 193,696 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,367,374 | 175,095 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,605,289 | 164,004 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,319,744 | 172,237 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,724,281 | 146,543 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,455,567 | 172,421 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,577,762 | 133,234 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,491,484 | 122,907 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||