Elgethun Capital Management

Position in KO — Coca Cola Co

CIK 1638022 SIOUX FALLS, SD

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$848,621

+$79,984 QoQ

Shares Held

10,442

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,071

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Jun 30, 2026

Elgethun Capital Management holds $1,838,452 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	10,442	$848,621
2	PEP	Pepsico Inc	4,884	$661,293
3	MNST	Monster Beverage Corp	6,836	$328,538

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$848,621	10,442	+3.3%	Shares	Sole	2026-07-29
2026-03-31	$768,637	10,107	-2.8%	Shares	Sole	2026-05-14
2025-12-31	$726,994	10,399	-6.7%	Shares	Sole	2026-02-10
2025-09-30	$738,804	11,140	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$789,216	11,155	-1.6%	Shares	Sole	2025-08-13
2025-03-31	$812,027	11,338	+5.2%	Shares	Sole	2025-05-09
2024-12-31	$671,225	10,781	+2.5%	Shares	Sole	2025-02-13
2024-09-30	$755,464	10,513	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$668,261	10,499	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$641,472	10,485	+7.3%	Shares	Sole	2024-05-14
2023-12-31	$576,040	9,775	+8.9%	Shares	Sole	2024-02-14
2023-09-30	$502,476	8,976	+6.3%	Shares	Sole	2023-11-13
2023-06-30	$508,437	8,443	-2.6%	Shares	Sole	2023-08-11
2023-03-31	$537,924	8,672	0.0%	Shares	Sole	2023-05-12
2022-12-31	$551,625	8,672	+0.9%	Shares	Sole	2023-02-10
2022-09-30	$481,435	8,594	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$534,672	8,499	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$524,644	8,462	0.0%	Shares	Sole	2022-05-11
2021-12-31	$501,035	8,462	+0.9%	Shares	Sole	2022-02-11
2021-09-30	$439,856	8,383	+2.3%	Shares	Sole	2021-11-12
2021-06-30	$443,431	8,195	+2.4%	Shares	Sole	2021-08-13
2021-03-31	$421,943	8,005	+40.7%	Shares	Sole	2021-05-14
2020-12-31	$312,094	5,691	+5.1%	Shares	Sole	2021-02-11
2020-09-30	$267,437	5,417	+0.0%	Shares	Sole	2020-11-13
2020-06-30	$241,986	5,416	-0.3%	Shares	Sole	2020-08-13
2020-03-31	$240,410	5,433	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.