Position in KO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,580,241
+$208,698 QoQ
Shares Held
31,749
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,264
of 3,621 holders
Holding Since
Jun 2020
6 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, 2026Modus Advisors, LLC holds $3,437,919 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
31,749 | $2,580,241 | |
| 2 | MNST |
Monster Beverage Corp
|
17,846 | $857,678 |
All Filings in KO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,580,241 | 31,749 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,371,543 | 31,184 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,200,983 | 17,179 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $123,150 | 1,978 | Shares | Sole | 2025-01-03 | |
| 2021-06-30 | $119,799 | 2,214 | Shares | Sole | 2021-07-01 | |
| 2020-06-30 | $11,884 | 266 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||