Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$399,442
+$31,056 QoQ
Shares Held
4,915
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,676
of 3,621 holders
Holding Since
Mar 2025
6 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, 2026Per Stirling Capital Management, LLC. holds $661,465 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
4,915 | $399,442 | |
| 2 | MNST |
Monster Beverage Corp
|
5,452 | $262,023 |
All Filings in KO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,442 | 4,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $368,386 | 4,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $332,142 | 4,751 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $315,616 | 4,759 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $299,626 | 4,235 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $303,310 | 4,235 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||