Position in KO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$611,556
+$53,958 QoQ
Shares Held
7,525
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#2,326
of 3,607 holders
Holding Since
Dec 2024
7 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, 2026Hughes Financial Services, LLC holds $769,041 across 9 Beverages - Non-Alcoholic names. KO ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
7,525 | $611,556 | |
| 2 | PEP |
Pepsico Inc
|
1,054 | $142,711 | |
| 3 | MNST |
Monster Beverage Corp
|
204 | $9,804 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
113 | $3,698 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
5 | $954 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
4 | $117 | |
| 7 | PRMB |
Primo Brands Corp
|
3 | $73 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1 | $66 |
All Filings in KO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,556 | 7,525 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $557,598 | 7,332 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $498,598 | 7,132 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $468,351 | 7,062 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $466,879 | 6,599 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $468,896 | 6,547 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $396,845 | 6,374 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||