Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,613,948
+$27,711,367 QoQ
Shares Held
388,999
+658.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#366
of 3,612 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Arax Advisory Partners holds $60,174,436 across 15 Beverages - Non-Alcoholic names. KO ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
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|
388,999 | $31,613,948 | |
| 2 | PEP |
Pepsico Inc
|
126,658 | $17,149,493 | |
| 3 | MNST |
Monster Beverage Corp
|
140,194 | $6,737,723 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
12,915 | $2,465,731 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
50,246 | $1,644,551 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
8,096 | $237,050 | |
| 7 | PRMB |
Primo Brands Corp
|
3,930 | $96,049 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
555 | $58,968 |
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,613,948 | 388,999 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,902,581 | 51,316 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,850,642 | 55,080 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,139,971 | 92,581 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $860,886 | 12,168 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $668,070 | 9,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $818,968 | 13,154 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $295,703 | 4,115 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $247,088 | 3,882 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $196,020 | 3,204 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $170,012 | 2,885 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $159,654 | 2,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $179,214 | 2,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $186,276 | 3,003 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $189,048 | 2,972 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $162,009 | 2,892 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $338,959 | 5,388 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $328,476 | 5,298 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $312,451 | 5,277 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $273,211 | 5,207 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $283,915 | 5,247 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $285,387 | 5,204 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $280,520 | 5,682 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $253,603 | 5,676 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $250,809 | 5,668 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||