Position in KO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,099,504
+$2,706,055 QoQ
Shares Held
161,185
+17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#561
of 3,612 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $29,373,712 across 12 Beverages - Non-Alcoholic names. KO ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
161,185 | $13,099,504 | |
| 2 | PEP |
Pepsico Inc
|
86,921 | $11,769,103 | |
| 3 | MNST |
Monster Beverage Corp
|
38,834 | $1,866,362 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
42,292 | $1,384,217 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
8,674 | $868,007 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
3,632 | $106,344 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
521 | $99,469 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1,167 | $77,185 |
All Filings in KO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,099,504 | 161,185 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,393,449 | 136,666 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,801,816 | 111,598 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,359,451 | 80,812 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,915,780 | 69,481 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,936,736 | 54,967 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,489,590 | 39,987 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,890,424 | 40,223 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,216,293 | 34,820 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,059,624 | 33,665 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,365,349 | 23,169 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $347,467 | 6,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $271,592 | 4,510 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $238,195 | 3,840 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $216,146 | 3,398 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||