Position in KO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$9,114,212
+$772,691 QoQ
Shares Held
119,845
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.04%
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, 2026Anchor Investment Management, LLC holds $13,125,849 across 8 Beverages - Non-Alcoholic names. KO ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
119,845 | $9,114,212 | |
| 2 | PEP |
Pepsico Inc
|
22,955 | $3,564,681 | |
| 3 | MNST |
Monster Beverage Corp
|
6,570 | $238,031 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
1,760 | $159,579 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
1,085 | $28,568 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
75 | $14,380 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
95 | $3,370 | |
| 8 | FIZZ |
National Beverage Corp
|
90 | $3,028 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,114,212 | 119,845 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,341,521 | 119,318 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $7,873,245 | 118,716 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,415,571 | 118,948 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $8,672,322 | 121,088 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $7,578,287 | 121,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,561,903 | 119,147 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $7,686,437 | 120,761 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $7,401,495 | 120,979 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,687,241 | 130,447 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $6,982,889 | 124,739 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $6,988,049 | 116,042 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $6,672,070 | 107,562 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $6,641,583 | 104,411 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $5,791,907 | 103,390 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $6,510,744 | 103,493 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $6,390,712 | 103,076 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $5,646,384 | 95,362 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $4,889,626 | 93,189 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $4,886,674 | 90,310 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $4,582,923 | 86,946 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $3,999,590 | 72,932 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $3,625,041 | 73,426 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $3,159,456 | 70,713 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $3,141,042 | 70,984 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||