Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,973,752
+$1,761,300 QoQ
Shares Held
147,333
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#586
of 3,612 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Global Retirement Partners, LLC holds $19,525,534 across 12 Beverages - Non-Alcoholic names. KO ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
147,333 | $11,973,752 | |
| 2 | PEP |
Pepsico Inc
|
31,067 | $4,206,471 | |
| 3 | MNST |
Monster Beverage Corp
|
47,844 | $2,299,382 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,870 | $487,340 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
8,239 | $241,237 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
5,863 | $191,895 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
484 | $51,425 | |
| 8 | COKE |
Coca-Cola Consolidated, Inc.
|
239 | $45,629 |
All Filings in KO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,973,752 | 147,333 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $10,212,452 | 146,080 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,228,521 | 124,073 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,265,227 | 116,823 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,474,148 | 87,924 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,128,867 | 85,289 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,156,859 | 81,019 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,383,485 | 71,649 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,644,391 | 78,812 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,761,210 | 85,052 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,988,444 | 82,837 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,918,048 | 79,285 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,344,435 | 68,298 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,388,270 | 78,334 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,693,571 | 58,712 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,590,544 | 57,912 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,135,738 | 40,704 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,250,813 | 41,597 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,226,417 | 42,239 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,286,169 | 41,688 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,950,411 | 39,506 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,692,880 | 37,889 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,605,876 | 36,291 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||