Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,413,773
+$576,747 QoQ
Shares Held
54,310
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#971
of 3,612 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Moran Wealth Management, LLC holds $46,404,882 across 6 Beverages - Non-Alcoholic names. KO ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
313,098 | $15,047,489 | |
| 2 | PEP |
Pepsico Inc
|
96,651 | $13,086,544 | |
| 3 | COCO |
Vita Coco Company, Inc.
|
71,645 | $4,738,599 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
47,213 | $4,724,604 | |
| 5 | KO |
Coca Cola Co
This page
|
54,310 | $4,413,773 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
150,064 | $4,393,873 |
All Filings in KO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,413,773 | 54,310 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,837,026 | 50,454 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,417,410 | 48,883 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $3,120,422 | 47,051 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,182,225 | 73,247 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,623,356 | 64,554 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,605,581 | 41,850 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,814,468 | 39,166 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,446,324 | 38,434 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,246,651 | 36,722 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,335,985 | 39,640 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,266,041 | 58,343 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,929,039 | 347,543 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,074,334 | 323,623 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $19,875,707 | 312,462 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||