Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$64,040
-$65,473 QoQ
Shares Held
788
-53.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,467
of 3,612 holders
Holding Since
Mar 2023
13 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, 2026Stone House Investment Management, LLC holds $416,810 across 7 Beverages - Non-Alcoholic names. KO ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,410 | $190,914 | |
| 2 | MNST |
Monster Beverage Corp
|
3,040 | $146,102 | |
| 3 | KO |
Coca Cola Co
This page
|
788 | $64,040 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
391 | $12,797 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
8 | $1,527 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
11 | $1,100 | |
| 7 | COCO |
Vita Coco Company, Inc.
|
5 | $330 |
All Filings in KO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,040 | 788 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $129,513 | 1,703 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $109,199 | 1,562 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $99,347 | 1,498 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $108,672 | 1,536 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $117,886 | 1,646 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $114,257 | 1,590 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $100,757 | 1,583 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $114,284 | 1,868 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $70,774 | 1,201 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $14,666 | 262 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,777 | 262 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,266 | 230 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||