Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,877,175
+$1,563,525 QoQ
Shares Held
60,012
+37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#933
of 3,621 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $8,594,337 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
60,012 | $4,877,175 | |
| 2 | PEP |
Pepsico Inc
|
20,902 | $2,830,130 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
2,695 | $514,529 | |
| 4 | MNST |
Monster Beverage Corp
|
3,454 | $165,999 | |
| 5 | COCO |
Vita Coco Company, Inc.
|
1,663 | $109,990 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
850 | $85,059 | |
| 7 | KDP |
Keurig Dr Pepper Inc.
|
350 | $11,455 |
All Filings in KO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,877,175 | 60,012 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,313,650 | 43,572 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,313,873 | 47,402 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,420,176 | 21,414 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,815,547 | 53,930 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,298,202 | 60,014 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,817,907 | 61,322 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,322,810 | 60,156 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,675,914 | 57,752 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,491,481 | 57,069 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,120,756 | 52,957 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,378,393 | 60,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,199,883 | 19,925 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,357,421 | 70,247 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,712,165 | 74,079 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,699,168 | 66,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,044,546 | 64,291 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,741,824 | 60,352 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,459,285 | 58,424 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||