Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,141,958
+$3,135,160 QoQ
Shares Held
321,668
+6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#393
of 3,621 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,276,612 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
321,668 | $26,141,958 | |
| 2 | PEP |
Pepsico Inc
|
39,997 | $5,415,593 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
25,040 | $2,505,752 | |
| 4 | MNST |
Monster Beverage Corp
|
11,192 | $537,887 | |
| 5 | PRMB |
Primo Brands Corp
|
15,159 | $370,485 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
2,870 | $304,937 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,141,958 | 321,668 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,006,798 | 302,522 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,442,361 | 63,544 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,937,047 | 44,286 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,550,627 | 21,917 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,924,214 | 26,867 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $912,482 | 14,656 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $727,295 | 10,121 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $666,479 | 10,471 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $766,830 | 12,534 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $555,297 | 9,423 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $518,430 | 9,261 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $558,359 | 9,272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $576,320 | 9,291 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,111,203 | 17,469 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,047,798 | 18,704 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,416,687 | 38,415 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,404,112 | 38,776 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,331,512 | 39,377 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,997,742 | 38,074 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,335,921 | 24,689 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,190,877 | 22,593 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,105,135 | 20,152 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,015,442 | 20,568 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $833,952 | 18,665 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $442,809 | 10,007 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||