Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,454,895
-$1,055,059 QoQ
Shares Held
17,902
-45.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,625
of 3,612 holders
Holding Since
Dec 2024
7 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, 2026Elevate Capital Advisors, LLC holds $3,069,422 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
33,594 | $1,614,527 | |
| 2 | KO |
Coca Cola Co
This page
|
17,902 | $1,454,895 |
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,895 | 17,902 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,509,954 | 33,004 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,700,343 | 38,626 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,087,422 | 31,475 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,938,267 | 27,396 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,789,210 | 24,982 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,515,906 | 24,348 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||