Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,759,007
+$114,959 QoQ
Shares Held
21,644
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,498
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)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $4,003,051 across 11 Beverages - Non-Alcoholic names. KO ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
21,644 | $1,759,007 | |
| 2 | PEP |
Pepsico Inc
|
9,962 | $1,348,854 | |
| 3 | MNST |
Monster Beverage Corp
|
13,032 | $626,317 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
1,111 | $111,177 | |
| 5 | COCO |
Vita Coco Company, Inc.
|
700 | $46,298 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
1,105 | $36,166 | |
| 7 | FIZZ |
National Beverage Corp
|
1,001 | $31,231 | |
| 8 | COKE |
Coca-Cola Consolidated, Inc.
|
130 | $24,819 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,759,007 | 21,644 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,644,048 | 21,618 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,502,435 | 21,491 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,480,859 | 22,329 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,453,771 | 20,548 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,214,388 | 16,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,004,004 | 16,126 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,380,430 | 19,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,241,238 | 19,501 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,209,712 | 19,773 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,193,273 | 20,249 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,299,575 | 23,215 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,403,366 | 23,304 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,500,939 | 24,197 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,355,019 | 21,302 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,516,516 | 27,071 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,702,533 | 27,063 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,557,812 | 25,126 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,230,679 | 20,785 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,075,162 | 20,491 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,091,939 | 20,180 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,065,162 | 20,208 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $945,386 | 17,239 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $819,739 | 16,604 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $959,994 | 21,486 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $791,499 | 17,887 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||