Position in KO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,034,378
+$560,510 QoQ
Shares Held
105,646
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Sunbelt Securities, Inc. holds $11,139,561 across 10 Beverages - Non-Alcoholic names. KO ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
105,646 | $8,034,378 | |
| 2 | PEP |
Pepsico Inc
|
17,902 | $2,780,001 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
1,466 | $281,090 | |
| 4 | MNST |
Monster Beverage Corp
|
588 | $21,303 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
143 | $12,965 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
333 | $8,767 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
9 | $877 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
3 | $106 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,034,378 | 105,646 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,473,868 | 106,907 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $7,143,260 | 107,709 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,156,240 | 87,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,227,430 | 86,951 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,417,491 | 87,014 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $742,098 | 10,327 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $644,456 | 10,125 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $658,419 | 10,762 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $683,588 | 11,600 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $548,380 | 9,796 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $620,205 | 10,299 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $611,491 | 9,858 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $579,041 | 9,103 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $501,995 | 8,961 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $526,808 | 8,374 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $543,616 | 8,768 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,227,650 | 88,290 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $687,881 | 13,110 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $709,382 | 13,110 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $611,963 | 11,610 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $609,491 | 11,114 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $297,602 | 6,028 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $307,040 | 6,872 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,078,416 | 24,371 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||