Position in KO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,059,679
+$67,379 QoQ
Shares Held
13,039
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,871
of 3,607 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,401,591 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
13,039 | $1,059,679 | |
| 2 | PEP |
Pepsico Inc
|
2,077 | $281,225 | |
| 3 | MNST |
Monster Beverage Corp
|
854 | $41,043 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
486 | $15,906 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
88 | $2,576 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
6 | $600 | |
| 7 | PRMB |
Primo Brands Corp
|
23 | $562 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,059,679 | 13,039 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $992,300 | 13,048 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $923,021 | 13,203 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $881,790 | 13,296 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $944,724 | 13,353 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $959,349 | 13,395 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $924,374 | 14,847 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,066,546 | 14,842 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $988,484 | 15,530 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $945,720 | 15,458 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $943,587 | 16,012 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $890,585 | 15,909 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $980,622 | 16,284 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,025,169 | 16,527 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $909,304 | 14,295 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $805,287 | 14,375 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $880,173 | 13,991 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $794,778 | 12,819 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $711,526 | 12,017 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $560,851 | 10,689 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $553,707 | 10,233 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $386,944 | 7,341 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $442,065 | 8,061 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $180,743 | 3,661 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $163,573 | 3,661 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $126,510 | 2,859 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||