Position in KO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$107,118,933
+$13,252,106 QoQ
Shares Held
1,408,533
+4.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.42940633978756.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5705936602124339.ToString("F0")%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Baird Financial Group, Inc. holds $309,292,825 across 7 Beverages - Non-Alcoholic names. KO ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,023,213 | $158,894,746 | |
| 2 | KO |
Coca Cola Co
This page
|
1,408,533 | $107,118,933 | |
| 3 | MNST |
Monster Beverage Corp
|
249,769 | $18,098,261 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
84,375 | $16,178,061 | |
| 5 | COCO |
Vita Coco Company, Inc.
|
88,742 | $4,251,629 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
149,082 | $3,925,328 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
23,277 | $825,867 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,118,933 | 1,408,533 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $93,866,827 | 1,342,681 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $72,077,105 | 1,086,808 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $79,312,588 | 1,121,026 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $80,630,940 | 1,125,816 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $74,159,815 | 1,191,131 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $87,221,726 | 1,213,773 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $81,539,849 | 1,281,066 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $80,781,888 | 1,320,397 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $81,077,777 | 1,375,832 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $75,203,195 | 1,343,394 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $83,342,911 | 1,383,974 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $94,989,761 | 1,531,352 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $97,922,441 | 1,539,419 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $88,392,891 | 1,577,881 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $98,571,286 | 1,566,862 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $84,839,002 | 1,368,371 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $80,878,017 | 1,365,952 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $71,375,621 | 1,360,313 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $76,592,270 | 1,415,492 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $74,625,604 | 1,415,777 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $66,141,152 | 1,206,075 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $57,711,011 | 1,168,949 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $51,275,035 | 1,147,606 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $47,604,945 | 1,075,818 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||