Position in KO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$176,562,927
+$29,881,541 QoQ
Shares Held
2,321,669
+10.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4113850854708402.ToString("F0")%
Shared 0.ToString("F0")%
None 99.58861491452916.ToString("F0")%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $363,490,227 across 13 Beverages - Non-Alcoholic names. KO ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
2,321,669 | $176,562,927 | |
| 2 | PEP |
Pepsico Inc
|
885,786 | $137,553,707 | |
| 3 | MNST |
Monster Beverage Corp
|
246,832 | $17,885,446 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
300,333 | $7,907,767 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
32,859 | $6,300,384 | |
| 6 | FIZZ |
National Beverage Corp
|
161,006 | $5,417,851 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
54,326 | $4,925,738 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
32,416 | $3,162,180 |
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,562,927 | 2,321,669 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $146,681,386 | 2,098,146 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $128,560,257 | 1,938,484 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,376,457 | 1,955,851 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $138,149,822 | 1,928,928 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $115,981,725 | 1,862,861 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $133,122,949 | 1,852,532 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $113,419,698 | 1,781,928 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $105,009,045 | 1,716,395 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $98,541,566 | 1,672,180 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $98,218,532 | 1,754,529 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $93,544,121 | 1,553,373 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $91,788,271 | 1,479,740 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $91,126,541 | 1,432,582 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $80,815,964 | 1,442,627 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $82,416,755 | 1,310,074 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $61,581,686 | 993,253 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,346,256 | 900,967 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $55,921,896 | 1,065,788 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $68,780,356 | 1,271,121 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $98,932,874 | 1,876,928 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $88,900,356 | 1,621,086 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $76,367,441 | 1,546,839 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $23,713,775 | 530,747 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $22,859,328 | 516,595 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||