Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,051,636
+$607,651 QoQ
Shares Held
160,596
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#562
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $84,155,824 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
524,156 | $70,970,722 | |
| 2 | KO |
Coca Cola Co
This page
|
160,596 | $13,051,636 | |
| 3 | MNST |
Monster Beverage Corp
|
2,222 | $106,789 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
296 | $9,688 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
300 | $8,784 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
82 | $8,205 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,051,636 | 160,596 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,443,985 | 163,629 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,675,459 | 167,007 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,108,666 | 167,501 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,894,419 | 168,119 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,013,252 | 167,736 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,455,695 | 167,936 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,057,608 | 181,709 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,720,511 | 184,140 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $11,678,956 | 190,895 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,639,264 | 197,510 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,132,686 | 198,869 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $12,195,091 | 202,509 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $10,270,679 | 165,576 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $10,681,518 | 167,922 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $9,466,203 | 168,979 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $10,407,452 | 165,434 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $10,247,608 | 165,284 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $9,792,505 | 165,386 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $8,528,263 | 162,536 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $9,012,128 | 166,552 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $9,022,792 | 171,178 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $9,485,839 | 172,973 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $8,555,426 | 173,292 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $7,889,549 | 176,579 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $7,888,226 | 178,265 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||