Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$233,732
+$12,123 QoQ
Shares Held
2,876
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,199
of 3,621 holders
Holding Since
Mar 2026
2 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, 2026M3 Advisory Group, LLC holds $439,236 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
2,876 | $233,732 | |
| 2 | MNST |
Monster Beverage Corp
|
4,276 | $205,504 |
All Filings in KO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,732 | 2,876 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $221,609 | 2,914 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||