Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$563,607
+$73,085 QoQ
Shares Held
6,935
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,403
of 3,621 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,375,669 across 8 Beverages - Non-Alcoholic names. KO ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
5,659 | $766,228 | |
| 2 | KO |
Coca Cola Co
This page
|
6,935 | $563,607 | |
| 3 | MNST |
Monster Beverage Corp
|
392 | $18,839 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
52 | $9,927 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
267 | $8,738 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
73 | $7,305 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
8 | $850 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
6 | $175 |
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,607 | 6,935 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $490,522 | 6,450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $415,405 | 5,942 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||