Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$335,076
+$53,844 QoQ
Shares Held
4,123
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,192
of 1,581 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $768,325 across 9 Beverages - Non-Alcoholic names. KO ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,942 | $398,346 | |
| 2 | KO |
Coca Cola Co
This page
|
4,123 | $335,076 | |
| 3 | PRMB |
Primo Brands Corp
|
831 | $20,309 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
64 | $6,404 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
83 | $2,716 | |
| 6 | BRFH |
Barfresh Food Group Inc.
|
1,353 | $2,706 | |
| 7 | COCO |
Vita Coco Company, Inc.
|
23 | $1,521 | |
| 8 | MNST |
Monster Beverage Corp
|
11 | $1,057 |
All Filings in KO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,076 | 4,123 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $281,232 | 3,698 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $249,858 | 3,574 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $235,833 | 3,556 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||