Beacon Pointe Advisors, LLC

Position in KO — Coca Cola Co

CIK 1744317 NEWPORT BEACH, CA

Position in KO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$31,666,449

+$2,129,238 QoQ

Shares Held

389,645

+0.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#365

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $65,858,516 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	389,645	$31,666,449
2	PEP	Pepsico Inc	233,024	$31,551,449
3	COKE	Coca-Cola Consolidated, Inc.	6,476	$1,236,397
4	MNST	Monster Beverage Corp	14,848	$713,594
5	CELH	Celsius Holdings, Inc.	23,587	$690,627

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,666,449	389,645	+0.3%	Shares	Sole	2026-08-18
2026-03-31	$29,537,211	388,392	+39.9%	Shares	Sole	2026-05-15
2025-12-31	$19,413,307	277,690	+0.7%	Shares	Sole	2026-02-18
2025-09-30	$18,284,158	275,696	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$19,902,894	281,313	-3.7%	Shares	Sole	2025-08-13
2025-03-31	$20,920,989	292,111	-15.7%	Shares	Sole	2025-05-13
2024-12-31	$21,570,786	346,463	-8.5%	Shares	Sole	2025-02-14
2024-09-30	$27,195,201	378,447	+4.7%	Shares	Sole	2024-11-14
2024-06-30	$23,015,330	361,592	-4.6%	Shares	Sole	2024-08-12
2024-03-31	$23,188,260	379,017	-15.9%	Shares	Sole	2024-05-14
2023-12-31	$26,549,320	450,523	+24.7%	Shares	Sole	2024-02-08
2023-09-30	$20,230,276	361,384	+23.4%	Shares	Sole	2023-11-14
2023-06-30	$17,634,463	292,834	-11.7%	Shares	Sole	2023-08-14
2023-03-31	$20,560,091	331,454	+43.5%	Shares	Sole	2023-05-12
2022-12-31	$14,689,202	230,926	+26.2%	Shares	Sole	2023-02-14
2022-09-30	$10,248,859	182,950	+11.1%	Shares	Sole	2022-11-09
2022-06-30	$10,360,081	164,681	-42.6%	Shares	Sole	2022-08-11
2022-03-31	$17,781,352	286,796	+153.7%	Shares	Sole	2022-05-17
2021-12-31	$6,693,039	113,039	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$5,828,105	111,075	+47.6%	Shares	Sole	2021-11-15
2021-06-30	$4,073,346	75,279	+242.2%	Shares	Sole	2021-08-17
2021-03-31	$1,159,409	21,996	+6.4%	Shares	Sole	2021-05-18
2020-12-31	$1,133,433	20,668	+62.6%	Shares	Sole	2021-02-12
2020-09-30	$627,443	12,709	-23.8%	Shares	Sole	2020-11-16
2020-06-30	$745,396	16,683	+47.2%	Shares	Sole	2020-08-14
2020-03-31	$501,661	11,337	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.