Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$40,789,494
+$5,432,405 QoQ
Shares Held
501,901
+8.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#321
of 3,621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Wealthfront Advisers LLC holds $83,672,084 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
501,901 | $40,789,494 | |
| 2 | PEP |
Pepsico Inc
|
204,798 | $27,729,649 | |
| 3 | MNST |
Monster Beverage Corp
|
207,426 | $9,968,893 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
117,680 | $3,851,666 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,816 | $481,937 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
15,437 | $451,995 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
2,087 | $398,450 |
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,789,494 | 501,901 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,357,089 | 464,919 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,581,982 | 451,752 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $23,851,324 | 359,640 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27,909,813 | 394,485 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $26,017,540 | 363,272 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $18,838,745 | 262,159 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,450,655 | 242,744 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,408,134 | 235,504 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,629,035 | 231,275 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,461,849 | 204,749 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $15,635,942 | 259,647 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $16,962,723 | 273,460 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $17,420,107 | 273,858 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,423,706 | 275,325 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,957,093 | 285,441 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $13,499,384 | 217,732 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,160,312 | 205,376 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,111,808 | 192,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,406,103 | 173,833 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,155,449 | 154,723 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,408,829 | 135,099 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,016,672 | 121,869 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,609,724 | 103,172 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,294,805 | 51,860 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||