Ethic Inc.

Position in KO — Coca Cola Co

CIK 1780570 NEW YORK, NY

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$10,746,332

+$1,999,594 QoQ

Shares Held

132,230

+15.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#629

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Defensive · as of Jun 30, 2026

Ethic Inc. holds $53,800,604 across 8 Beverages - Non-Alcoholic names. KO ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	302,132	$14,520,463
2	PEP	Pepsico Inc	92,071	$12,466,413
3	KO	Coca Cola Co This page	132,230	$10,746,332
4	KDP	Keurig Dr Pepper Inc.	306,435	$10,029,617
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	39,754	$3,978,182
6	COKE	Coca-Cola Consolidated, Inc.	5,389	$1,028,867
7	KOF	Coca Cola Femsa Sab De CV	5,691	$604,668
8	PRMB	Primo Brands Corp	17,433	$426,062

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,746,332	132,230	+15.0%	Shares	Sole	2026-07-29
2026-03-31	$8,746,738	115,013	+23.3%	Shares	Sole	2026-04-27
2025-12-31	$6,518,827	93,246	+22.2%	Shares	Sole	2026-02-03
2025-09-30	$5,058,756	76,278	+13.1%	Shares	Sole	2025-10-17
2025-06-30	$4,772,653	67,458	+9.0%	Shares	Sole	2025-07-30
2025-03-31	$4,431,272	61,872	+12.5%	Shares	Sole	2025-05-13
2024-12-31	$3,425,482	55,019	+64.6%	Shares	Sole	2025-02-14
2024-09-30	$2,401,489	33,419	-21.5%	Shares	Sole	2024-11-13
2024-06-30	$2,710,026	42,577	+27.4%	Shares	Sole	2024-08-13
2024-03-31	$2,044,574	33,419	+11.1%	Shares	Sole	2024-05-13
2023-12-31	$1,773,085	30,088	+15.1%	Shares	Sole	2024-02-14
2023-09-30	$1,462,869	26,132	-14.1%	Shares	Sole	2023-11-14
2023-06-30	$1,832,615	30,432	+11.5%	Shares	Sole	2023-08-14
2023-03-31	$1,692,426	27,284	-1.8%	Shares	Sole	2023-05-12
2022-12-31	$1,767,149	27,781	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$1,569,624	28,019	+11.8%	Shares	Sole	2022-11-14
2022-06-30	$1,577,027	25,068	+14.2%	Shares	Sole	2022-08-10
2022-03-31	$1,360,962	21,951	+67.3%	Shares	Sole	2022-05-16
2021-12-31	$776,716	13,118	+14.4%	Shares	Sole	2022-02-14
2021-09-30	$601,516	11,464	-4.1%	Shares	Sole	2021-11-15
2021-06-30	$646,506	11,948	-50.3%	Shares	Sole	2021-08-10
2021-03-31	$1,267,095	24,039	-16.6%	Shares	Sole	2021-05-13
2020-12-31	$1,581,475	28,838	+0.2%	Shares	Sole	2021-02-10
2020-09-30	$1,421,263	28,788	+47.8%	Shares	Sole	2020-10-27
2020-06-30	$870,321	19,479	+19.3%	Shares	Sole	2020-08-12
2020-03-31	$722,779	16,334	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.