CX Institutional

Position in KO — Coca Cola Co

CIK 1737089 AUBURN, IN

Position in KO

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$2,641,437

-$278,046 QoQ

Shares Held

32,502

-15.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,251

of 3,618 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CX Institutional holds $6,960,505 across 7 Beverages - Non-Alcoholic names. KO ranks #2 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	23,182	$3,138,842
2	KO	Coca Cola Co This page	32,502	$2,641,437
3	MNST	Monster Beverage Corp	12,768	$613,630
4	KDP	Keurig Dr Pepper Inc.	16,548	$541,616
5	COKE	Coca-Cola Consolidated, Inc.	84	$16,037
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	49	$4,903
7	CELH	Celsius Holdings, Inc.	138	$4,040

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,641,437	32,502	-15.3%	Shares	Sole	2026-07-02
2026-03-31	$2,919,483	38,389	-0.5%	Shares	Sole	2026-04-06
2025-12-31	$2,696,638	38,573	-22.0%	Shares	Sole	2026-02-02
2025-09-30	$3,281,778	49,484	+31.3%	Shares	Sole	2025-10-23
2025-06-30	$2,666,355	37,687	-6.9%	Shares	Sole	2025-07-16
2025-03-31	$2,900,108	40,493	-67.7%	Shares	Sole	2025-04-15
2024-12-31	$7,802,049	125,314	+17.2%	Shares	Sole	2025-01-21
2024-09-30	$7,685,858	106,956	+13.4%	Shares	Sole	2024-10-11
2024-06-30	$6,003,213	94,316	+1.3%	Shares	Sole	2024-07-11
2024-03-31	$5,693,533	93,062	+17.4%	Shares	Sole	2024-04-15
2023-12-31	$4,670,320	79,252	-12.4%	Shares	Sole	2024-01-12
2023-09-30	$5,066,637	90,508	+107.9%	Shares	Sole	2023-10-18
2023-06-30	$2,621,256	43,528	+3.8%	Shares	Sole	2023-07-26
2023-03-31	$2,601,538	41,940	-54.0%	Shares	Sole	2023-05-04
2022-12-31	$5,802,249	91,216	+218.3%	Shares	Sole	2023-02-03
2022-09-30	$1,605,141	28,653	-31.1%	Shares	Sole	2022-11-04
2022-06-30	$2,615,797	41,580	+21.2%	Shares	Sole	2022-08-02
2022-03-31	$2,126,352	34,296	-57.7%	Shares	Sole	2022-05-09
2021-12-31	$4,802,759	81,114	+51.8%	Shares	Sole	2022-01-18
2021-09-30	$2,804,206	53,444	+113.4%	Shares	Sole	2021-11-10
2021-06-30	$1,355,347	25,048	-56.6%	Shares	Sole	2021-08-04
2021-03-31	$3,045,109	57,771	-34.6%	Shares	Sole	2021-04-15
2020-12-31	$4,842,865	88,309	-5.8%	Shares	Sole	2021-01-12
2020-09-30	$4,626,166	93,704	+39.9%	Shares	Sole	2020-10-13
2020-06-30	$2,992,487	66,976	+31.5%	Shares	Sole	2020-08-06
2020-03-31	$2,253,254	50,921	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.