Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,606,303
+$553,330 QoQ
Shares Held
130,507
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#633
of 3,621 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Callan Family Office, LLC holds $18,946,880 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
130,507 | $10,606,303 | |
| 2 | PEP |
Pepsico Inc
|
26,688 | $3,613,555 | |
| 3 | MNST |
Monster Beverage Corp
|
41,408 | $1,990,068 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
30,438 | $996,235 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
4,146 | $791,554 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
5,965 | $596,917 | |
| 7 | FIZZ |
National Beverage Corp
|
11,290 | $352,248 |
All Filings in KO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,606,303 | 130,507 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,052,973 | 132,189 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,679,528 | 138,457 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,492,634 | 112,977 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,086,705 | 128,434 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,481,448 | 48,610 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,986,923 | 47,975 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $411,182 | 5,722 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $302,846 | 4,758 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||