Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$167,903
+$28,656 QoQ
Shares Held
2,066
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,358
of 3,618 holders
Holding Since
Dec 2025
3 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, 2026Triumph Capital Management holds $644,141 across 8 Beverages - Non-Alcoholic names. KO ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,444 | $195,517 | |
| 2 | KO |
Coca Cola Co
This page
|
2,066 | $167,903 | |
| 3 | CELH |
Celsius Holdings, Inc.
|
3,385 | $99,112 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
|
585 | $62,156 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
312 | $59,567 | |
| 6 | MNST |
Monster Beverage Corp
|
1,198 | $57,575 | |
| 7 | KDP |
Keurig Dr Pepper Inc.
|
37 | $1,211 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
11 | $1,100 |
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,903 | 2,066 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $139,247 | 1,831 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $162,400 | 2,323 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||