Position in KO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$220,078
-$47,313 QoQ
Shares Held
2,708
-23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,252
of 3,612 holders
Holding Since
Dec 2021
18 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, 2026SJS Investment Consulting Inc. holds $644,687 across 9 Beverages - Non-Alcoholic names. KO ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,015 | $272,831 | |
| 2 | KO |
Coca Cola Co
This page
|
2,708 | $220,078 | |
| 3 | MNST |
Monster Beverage Corp
|
1,346 | $64,688 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
1,891 | $61,892 | |
| 5 | FIZZ |
National Beverage Corp
|
346 | $10,795 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
45 | $8,591 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
192 | $5,621 | |
| 8 | ZVIA |
Zevia PBC
|
77 | $125 |
All Filings in KO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,078 | 2,708 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $267,391 | 3,516 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $277,052 | 3,963 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $273,636 | 4,126 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $199,019 | 2,813 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $252,102 | 3,520 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $179,993 | 2,891 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $221,400 | 3,081 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $172,045 | 2,703 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $164,880 | 2,695 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $173,784 | 2,949 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $156,799 | 2,801 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $167,170 | 2,776 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $173,063 | 2,790 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $185,168 | 2,911 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $158,311 | 2,826 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $164,300 | 2,650 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $157,261 | 2,656 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||