Cetera Investment Advisers

Position in KO — Coca Cola Co

CIK 1666741 SCHAUMBURG, IL

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$147,718,546

+$12,950,037 QoQ

Shares Held

1,817,627

+2.6% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#152

of 3,612 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)

Derivatives in KO

reported options exposure · as of Jun 30, 2024

CallValue

CallShares

PutValue

$130

PutShares

200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Cetera Investment Advisers holds $276,925,842 across 11 Beverages - Non-Alcoholic names. KO ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	1,817,627	$147,718,546
2	PEP	Pepsico Inc	718,928	$97,342,851
3	MNST	Monster Beverage Corp	342,628	$16,466,701
4	KDP	Keurig Dr Pepper Inc.	158,132	$5,175,660
5	CELH	Celsius Holdings, Inc.	95,228	$2,788,275
6	COKE	Coca-Cola Consolidated, Inc.	12,660	$2,417,047
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	18,815	$1,882,817
8	PRMB	Primo Brands Corp	66,654	$1,629,023

All Filings in KO

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41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,718,546	1,817,627	+2.6%	Shares	Sole	2026-08-12
2026-03-31	$134,768,509	1,772,104	+3.2%	Shares	Sole	2026-05-13
2025-12-31	$120,057,981	1,717,322	+4.9%	Shares	Sole	2026-02-17
2025-09-30	$108,533,011	1,636,505	+30.1%	Shares	Sole	2025-11-14
2025-06-30	$88,979,091	1,257,655	+4.7%	Shares	Sole	2025-08-08
2025-03-31	$85,997,070	1,200,741	+11.9%	Shares	Sole	2025-05-06
2024-12-31	$66,802,925	1,072,967	+3.9%	Shares	Sole	2025-02-14
2024-09-30	$74,184,096	1,032,342	-0.4%	Shares	Sole	2024-11-13
2024-06-30	$130	200	0.0%	Put	Sole	2024-08-22
2024-06-30	$66,001,931	1,036,951	-1.6%	Shares	Sole	2024-08-22
2024-03-31	$64,450,805	1,053,462	+289.5%	Shares	Sole	2024-05-24
2024-03-31	$302	200	0.0%	Put	Sole	2024-05-24
2023-12-31	$46	200	0.0%	Put	Sole	2024-02-13
2023-12-31	$15,938,561	270,466	+1.7%	Shares	Sole	2024-02-13
2023-09-30	$14,885,137	265,901	+0.3%	Shares	Sole	2023-11-14
2023-09-30	$392	200	0.0%	Put	Sole	2023-11-14
2023-06-30	$194	200	0.0%	Put	Sole	2023-08-10
2023-06-30	$15,957,818	264,992	+7.6%	Shares	Sole	2023-08-10
2023-03-31	$15,273,832	246,233	+5.0%	Shares	Sole	2023-05-15
2023-03-31	$100	200	0.0%	Put	Sole	2023-05-15
2022-12-31	$14,921,570	234,579	+50.8%	Shares	Sole	2023-02-14
2022-12-31	$12,722	200	0.0%	Put	Sole	2023-02-14
2022-09-30	$1,000	200	0.0%	Put	Sole	2022-11-14
2022-09-30	$8,711,950	155,515	-14.5%	Shares	Sole	2022-11-14
2022-06-30	$11,441,693	181,874	-0.2%	Shares	Sole	2022-08-11
2022-06-30	$12,582	200	0.0%	Put	Sole	2022-08-11
2022-03-31	$11,294,974	182,177	-4.4%	Shares	Sole	2022-05-13
2022-03-31	$12,400	200	0.0%	Put	Sole	2022-05-13
2021-12-31	$11,842	200	0.0%	Put	Sole	2022-02-14
2021-12-31	$11,288,800	190,657	+8.0%	Shares	Sole	2022-02-14
2021-09-30	$9,267,041	176,616	-7.1%	Shares	Sole	2021-11-16
2021-09-30	$1,000	200	-60.0%	Put	Sole	2021-11-16
2021-06-30	$1,000	500	+150.0%	Put	Sole	2021-08-13
2021-06-30	$10,288,908	190,148	+12.6%	Shares	Sole	2021-08-13
2021-03-31	$8,898,923	168,828	-0.7%	Shares	Sole	2021-05-17
2021-03-31	$10,542	200	0.0%	Put	Sole	2021-05-17
2020-12-31	$9,328,338	170,101	+197.6%	Shares	Sole	2021-02-17
2020-12-31	$10,968	200	—	Put	Sole	2021-02-17
2020-09-30	$2,822,186	57,164	+6.5%	Shares	Sole	2020-11-13
2020-06-30	$2,398,377	53,679	+20.0%	Shares	Sole	2020-08-13
2020-03-31	$1,979,789	44,741	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.