Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$470,878
+$21,347 QoQ
Shares Held
5,794
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,539
of 3,612 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $648,284 across 9 Beverages - Non-Alcoholic names. KO ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
5,794 | $470,878 | |
| 2 | PEP |
Pepsico Inc
|
625 | $84,625 | |
| 3 | MNST |
Monster Beverage Corp
|
1,262 | $60,651 | |
| 4 | PRMB |
Primo Brands Corp
|
475 | $11,609 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
50 | $9,546 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
135 | $4,418 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
30 | $3,187 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
29 | $2,902 |
All Filings in KO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,878 | 5,794 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $449,531 | 5,911 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $199,523 | 2,854 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $173,360 | 2,614 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $209,915 | 2,967 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $181,126 | 2,529 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $175,946 | 2,826 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $184,392 | 2,566 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $239,324 | 3,760 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $241,783 | 3,952 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $209,555 | 3,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $223,864 | 3,999 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $216,370 | 3,593 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $226,657 | 3,654 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $263,917 | 4,149 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $209,514 | 3,740 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $219,304 | 3,486 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $179,169 | 3,026 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $167,221 | 3,187 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||