Horizon Investments, LLC

Position in KO — Coca Cola Co

CIK 1560717 Charlotte, NC

Position in KO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$24,505,363

+$4,646,309 QoQ

Shares Held

322,227

+13.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 82.3379170584712.ToString("F0")% Shared 0.ToString("F0")% None 17.662082941528798.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Horizon Investments, LLC holds $58,936,980 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	322,227	$24,505,363
2	PEP	Pepsico Inc	117,082	$18,181,663
3	COKE	Coca-Cola Consolidated, Inc.	39,216	$7,519,275
4	MNST	Monster Beverage Corp	96,086	$6,962,391
5	KDP	Keurig Dr Pepper Inc.	42,310	$1,114,022
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	7,212	$653,912
7	CELH	Celsius Holdings, Inc.	10	$354

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,505,363	322,227	+13.4%	Shares	Sole	2026-05-15
2025-12-31	$19,859,054	284,066	+28.5%	Shares	Sole	2026-02-02
2025-09-30	$14,661,959	221,079	+12.5%	Shares	Sole	2025-11-14
2025-06-30	$13,904,568	196,531	+97.9%	Shares	Sole	2025-08-14
2025-03-31	$7,112,009	99,302	+5.6%	Shares	Sole	2025-05-13
2024-12-31	$5,852,938	94,008	+1.5%	Shares	Sole	2025-02-10
2024-09-30	$6,658,619	92,661	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$5,914,294	92,919	+1.1%	Shares	Sole	2024-08-09
2024-03-31	$5,623,420	91,916	-14.9%	Shares	Sole	2024-05-15
2023-12-31	$6,361,611	107,952	-22.8%	Shares	Sole	2024-02-14
2023-09-30	$7,829,810	139,868	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$8,314,093	138,062	+4.8%	Shares	Sole	2023-08-14
2023-03-31	$8,172,142	131,745	-11.0%	Shares	Sole	2023-05-15
2022-12-31	$9,419,114	148,076	+114.9%	Shares	Sole	2023-02-14
2022-09-30	$3,860,898	68,920	-56.1%	Shares	Sole	2022-11-14
2022-06-30	$9,869,949	156,890	+28.2%	Shares	Sole	2022-08-12
2022-03-31	$7,587,064	122,372	+6.0%	Shares	Sole	2022-05-16
2021-12-31	$6,836,505	115,462	+6.7%	Shares	Sole	2022-02-15
2021-09-30	$5,676,939	108,194	+40.0%	Shares	Sole	2021-11-15
2021-06-30	$4,182,161	77,290	+60.0%	Shares	Sole	2021-08-13
2021-03-31	$2,545,576	48,294	-18.1%	Shares	Sole	2021-05-14
2020-09-30	$2,911,102	58,965	-18.6%	Shares	Sole	2020-11-16
2020-06-30	$3,235,234	72,409	-36.9%	Shares	Sole	2020-08-13
2020-03-31	$5,081,360	114,833	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.