Position in KO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$45,766,387
+$2,894,949 QoQ
Shares Held
563,140
-0.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#305
of 3,607 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, 2026Gradient Investments LLC holds $59,494,033 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
563,140 | $45,766,387 | |
| 2 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
58,841 | $5,888,218 | |
| 3 | KOF |
Coca Cola Femsa Sab De CV
|
52,023 | $5,527,443 | |
| 4 | CELH |
Celsius Holdings, Inc.
|
55,849 | $1,635,258 | |
| 5 | PEP |
Pepsico Inc
|
2,940 | $398,076 | |
| 6 | MNST |
Monster Beverage Corp
|
5,798 | $278,651 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,766,387 | 563,140 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $42,871,438 | 563,727 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $41,039,896 | 587,039 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $36,216,091 | 546,081 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $37,505,282 | 530,110 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $37,259,373 | 520,237 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $31,465,332 | 505,386 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $32,820,042 | 456,722 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,829,885 | 452,944 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $16,333,102 | 266,968 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $24,476,221 | 415,344 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,387,441 | 346,328 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $8,649,639 | 143,634 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,891,008 | 143,334 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $9,138,085 | 143,658 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $8,079,820 | 144,231 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,118,615 | 144,947 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $8,970,470 | 144,685 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $8,712,751 | 147,150 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $8,189,727 | 156,084 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $8,449,817 | 156,160 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $8,403,766 | 159,434 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $8,805,933 | 160,575 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $7,927,587 | 160,575 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $7,145,002 | 159,915 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $6,085,658 | 137,529 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||