Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,835,369
+$6,578,320 QoQ
Shares Held
1,142,308
+0.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#204
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 17%
None 31%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Cerity Partners LLC holds $268,170,801 across 11 Beverages - Non-Alcoholic names. KO ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
944,926 | $127,942,979 | |
| 2 | KO |
Coca Cola Co
This page
|
1,142,308 | $92,835,369 | |
| 3 | MNST |
Monster Beverage Corp
|
482,084 | $23,168,955 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
353,113 | $11,557,387 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
25,056 | $4,783,690 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
150,050 | $4,393,462 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
16,288 | $1,629,938 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
14,589 | $964,915 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,835,369 | 1,142,308 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $86,257,049 | 1,134,215 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $78,462,858 | 1,122,341 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $68,542,913 | 1,033,518 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $75,533,336 | 1,067,609 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $74,337,047 | 1,037,937 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $57,465,668 | 922,995 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $66,980,849 | 932,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,013,947 | 801,476 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $52,487,117 | 857,913 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $34,913,373 | 592,455 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $27,103,780 | 484,169 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,910,751 | 596,326 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,905,660 | 546,601 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $31,366,409 | 493,105 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,692,757 | 262,277 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,899,135 | 268,624 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,491,398 | 120,829 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,539,919 | 127,342 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,529,655 | 105,387 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,783,385 | 106,882 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,504,030 | 104,421 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $5,201,903 | 94,856 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,301,015 | 87,118 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,850,963 | 153,334 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $8,195,144 | 185,201 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||