Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,309,748
+$4,175,900 QoQ
Shares Held
53,030
+2913.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#983
of 3,618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026IFG Advisory, LLC holds $7,021,319 across 8 Beverages - Non-Alcoholic names. KO ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
53,030 | $4,309,748 | |
| 2 | PEP |
Pepsico Inc
|
18,277 | $2,474,705 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
1,093 | $109,376 | |
| 4 | PRMB |
Primo Brands Corp
|
2,946 | $72,000 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
120 | $22,910 | |
| 6 | MNST |
Monster Beverage Corp
|
458 | $22,011 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
200 | $5,856 | |
| 8 | KDP |
Keurig Dr Pepper Inc.
|
144 | $4,713 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,309,748 | 53,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $133,848 | 1,760 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,158,603 | 45,181 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,083,813 | 46,499 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,393,028 | 47,958 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,346,014 | 46,719 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,241,878 | 52,070 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,851,983 | 53,604 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,603,035 | 56,607 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,810,609 | 45,940 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,683,141 | 45,531 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,897,580 | 51,761 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,096,753 | 51,424 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,089,156 | 49,801 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,239,911 | 50,934 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,412,290 | 60,912 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,078,375 | 48,933 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,883,616 | 78,768 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,105,083 | 103,109 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,181,569 | 98,753 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,298,018 | 97,912 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,272,500 | 62,085 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,037,978 | 73,632 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,903,153 | 58,804 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,579,510 | 57,733 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,504,727 | 56,604 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||