Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$159,045
+$141,132 QoQ
Shares Held
1,957
+511.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,366
of 3,618 holders
Holding Since
Mar 2023
4 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, 2026Creative Capital Management Investments LLC holds $197,200 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
1,957 | $159,045 | |
| 2 | PEP |
Pepsico Inc
|
203 | $27,486 | |
| 3 | MNST |
Monster Beverage Corp
|
92 | $4,421 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
93 | $3,043 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
13 | $2,481 | |
| 6 | FIZZ |
National Beverage Corp
|
19 | $592 | |
| 7 | COCO |
Vita Coco Company, Inc.
|
2 | $132 |
All Filings in KO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,045 | 1,957 | Shares | Sole | 2026-07-24 | |
| 2023-09-30 | $17,913 | 320 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $19,270 | 320 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $19,849 | 320 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||