Position in KO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$109,958
+$8,964 QoQ
Shares Held
1,353
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,397
of 3,612 holders
Holding Since
Dec 2023
11 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, 2026Fortitude Family Office, LLC holds $287,971 across 9 Beverages - Non-Alcoholic names. KO ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
1,353 | $109,958 | |
| 2 | MNST |
Monster Beverage Corp
|
1,438 | $69,110 | |
| 3 | PEP |
Pepsico Inc
|
429 | $58,086 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
110 | $21,001 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
495 | $16,201 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
88 | $5,820 | |
| 7 | FIZZ |
National Beverage Corp
|
186 | $5,803 | |
| 8 | ZVIA |
Zevia PBC
|
666 | $1,085 |
All Filings in KO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,958 | 1,353 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $100,994 | 1,328 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $53,551 | 766 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $61,611 | 929 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $67,637 | 956 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $82,506 | 1,152 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $185,285 | 2,976 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $215,220 | 2,995 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $56,775 | 892 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $55,429 | 906 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $52,978 | 899 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||