Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,086,236
+$2,865,999 QoQ
Shares Held
444,029
+1.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#339
of 3,595 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)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $70,237,323 across 13 Beverages - Non-Alcoholic names. KO ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
444,029 | $36,086,236 | |
| 2 | PEP |
Pepsico Inc
|
166,536 | $22,548,974 | |
| 3 | MNST |
Monster Beverage Corp
|
68,996 | $6,631,895 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
9,506 | $1,814,885 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
11,412 | $1,141,998 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
8,512 | $904,400 | |
| 7 | KDP |
Keurig Dr Pepper Inc.
|
14,123 | $462,245 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
15,488 | $453,488 |
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,086,236 | 444,029 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,220,237 | 436,821 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,390,086 | 434,703 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,795,574 | 419,113 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,296,018 | 414,078 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,794,063 | 416,002 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,869,236 | 431,565 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,655,759 | 412,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,348,734 | 382,541 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $22,394,082 | 366,036 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,582,245 | 349,266 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,993,398 | 339,289 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,056,130 | 382,865 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,115,679 | 356,532 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,304,948 | 319,210 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $20,993,551 | 374,751 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,290,058 | 274,838 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,151,060 | 276,630 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $16,544,339 | 279,418 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,061,540 | 267,992 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,442,445 | 266,909 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,417,267 | 311,464 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,437,068 | 263,258 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,435,453 | 272,138 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $9,861,501 | 220,714 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,348,780 | 188,673 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||