Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,275,289
+$567,852 QoQ
Shares Held
52,606
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#989
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, 2026Larson Financial Group LLC holds $10,973,505 across 13 Beverages - Non-Alcoholic names. KO ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
36,708 | $4,970,263 | |
| 2 | KO |
Coca Cola Co
This page
|
52,606 | $4,275,289 | |
| 3 | MNST |
Monster Beverage Corp
|
13,742 | $660,440 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,540 | $454,317 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
1,655 | $315,972 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,041 | $99,531 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,964 | $86,785 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1,042 | $68,917 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,275,289 | 52,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,707,437 | 48,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,212,504 | 45,952 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,564,594 | 38,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,913,626 | 41,182 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,631,103 | 36,737 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,311,277 | 37,123 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,332,719 | 32,462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,503,731 | 23,625 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $672,735 | 10,996 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $727,844 | 12,351 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $203,319 | 3,632 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $411,302 | 6,830 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $390,292 | 6,292 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $379,370 | 5,964 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $327,380 | 5,844 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $67,565 | 1,074 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $74,834 | 1,207 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $66,019 | 1,115 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $39,247 | 748 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $29,544 | 546 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $76,429 | 1,450 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $74,034 | 1,350 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $65,810 | 1,333 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $71,353 | 1,597 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $60,711 | 1,372 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||