Position in KO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$28,742,349
+$2,464,492 QoQ
Shares Held
353,665
+2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#378
of 3,621 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, 2026Merit Financial Group, LLC holds $53,139,342 across 8 Beverages - Non-Alcoholic names. KO ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
353,665 | $28,742,349 | |
| 2 | PEP |
Pepsico Inc
|
138,616 | $18,768,601 | |
| 3 | MNST |
Monster Beverage Corp
|
61,094 | $2,936,173 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
34,266 | $1,121,522 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
2,894 | $552,520 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,575 | $457,818 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
10,527 | $308,228 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
2,373 | $252,131 |
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,742,349 | 353,665 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $26,277,857 | 345,534 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $16,197,375 | 231,689 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $13,703,102 | 206,621 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $14,097,574 | 199,259 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,358,698 | 116,709 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,213,112 | 99,793 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,407,109 | 89,161 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,150,244 | 96,626 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,587,434 | 107,673 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,271,894 | 72,491 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,537,600 | 63,194 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,465,480 | 57,547 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,239,469 | 36,103 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,011,539 | 31,623 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,448,117 | 25,850 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,339,371 | 37,186 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $758,074 | 12,227 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $620,106 | 10,473 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $548,154 | 10,447 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $565,557 | 10,452 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $562,679 | 10,675 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $586,678 | 10,698 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $532,011 | 10,776 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $471,418 | 10,551 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $438,030 | 9,899 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||