Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,192,645
+$5,203,223 QoQ
Shares Held
420,729
+10.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#351
of 3,621 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, 2026Concurrent Investment Advisors, LLC holds $54,323,500 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
420,729 | $34,192,645 | |
| 2 | PEP |
Pepsico Inc
|
119,505 | $16,180,976 | |
| 3 | MNST |
Monster Beverage Corp
|
60,916 | $2,927,622 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
5,693 | $569,697 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
1,228 | $234,448 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
6,664 | $218,112 |
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,192,645 | 420,729 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,989,422 | 381,189 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $24,562,318 | 351,342 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,146,758 | 228,389 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,867,527 | 224,276 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,823,979 | 206,981 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,681,180 | 155,496 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $12,411,659 | 172,720 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,888,091 | 155,351 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,308,305 | 135,801 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,866,624 | 133,491 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||