Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,879,964
+$211,750 QoQ
Shares Held
35,437
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,205
of 3,612 holders
Holding Since
Jun 2020
25 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, 2026CVA Family Office, LLC holds $3,561,115 across 10 Beverages - Non-Alcoholic names. KO ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
35,437 | $2,879,964 | |
| 2 | PEP |
Pepsico Inc
|
3,071 | $415,813 | |
| 3 | MNST |
Monster Beverage Corp
|
4,340 | $208,580 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
1,015 | $33,220 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
92 | $17,564 | |
| 6 | FIZZ |
National Beverage Corp
|
95 | $2,964 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
16 | $1,601 | |
| 8 | PRMB |
Primo Brands Corp
|
28 | $684 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,879,964 | 35,437 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,668,214 | 35,085 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,348,556 | 33,594 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,570,629 | 38,761 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,753,519 | 38,919 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,762,383 | 38,570 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,329,395 | 37,414 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,616,350 | 36,409 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,339,901 | 36,762 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,235,456 | 36,539 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,143,755 | 36,378 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,098,354 | 37,484 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,214,409 | 36,772 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,203,925 | 35,530 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,195,181 | 34,510 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $1,904,175 | 33,991 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,965,497 | 31,243 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,917,722 | 30,931 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,772,806 | 29,941 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,330,219 | 25,352 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,550,467 | 28,654 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,454,690 | 27,598 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,302,395 | 23,749 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,251,628 | 25,352 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,064,501 | 23,825 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||