Position in KO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$102,156
-$149,493 QoQ
Shares Held
1,257
-62.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,404
of 3,612 holders
Holding Since
Dec 2023
10 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, 2026Caitlin John, LLC holds $591,372 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COCO |
Vita Coco Company, Inc.
|
5,265 | $348,226 | |
| 2 | KO |
Coca Cola Co
This page
|
1,257 | $102,156 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
376 | $71,785 | |
| 4 | PEP |
Pepsico Inc
|
446 | $60,388 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
267 | $7,817 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
10 | $1,000 |
All Filings in KO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,156 | 1,257 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $251,649 | 3,309 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $237,973 | 3,404 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $1,084,265 | 16,349 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,118,910 | 15,815 | Shares | Defined | 2025-07-14 | |
| 2024-12-31 | $1,058 | 17 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,479 | 118 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,082 | 17 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $6,790 | 111 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $24,632 | 418 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||