Position in KO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,418,386
+$999,278 QoQ
Shares Held
136,994
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Advisory Services Network, LLC holds $23,651,486 across 13 Beverages - Non-Alcoholic names. KO ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
136,994 | $10,418,386 | |
| 2 | PEP |
Pepsico Inc
|
62,649 | $9,728,757 | |
| 3 | MNST |
Monster Beverage Corp
|
33,002 | $2,391,320 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
25,576 | $673,412 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
5,045 | $178,994 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
1,584 | $154,518 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
718 | $65,099 | |
| 8 | FIZZ |
National Beverage Corp
|
981 | $33,010 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,418,386 | 136,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,419,108 | 134,732 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,145,655 | 137,902 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $10,050,103 | 142,051 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $10,188,729 | 142,261 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,409,268 | 135,067 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,646,484 | 134,240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,544,373 | 134,240 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,762,001 | 159,562 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,892,434 | 133,929 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,660,270 | 154,703 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,941,414 | 165,085 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,262,785 | 181,570 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $11,237,659 | 176,665 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,353,377 | 166,965 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,223,501 | 162,510 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,639,574 | 155,477 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $9,672,247 | 163,355 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,302,325 | 158,230 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,127,157 | 150,197 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,920,307 | 150,262 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $7,241,015 | 132,039 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,073,248 | 123,015 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,174,593 | 138,196 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,150,338 | 93,793 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||