Rakuten Investment Management, Inc.

Position in KO — Coca Cola Co

CIK 2062680 TOKYO, M0

Position in KO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$51,479,099

+$6,967,111 QoQ

Shares Held

633,433

+8.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#287

of 3,621 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Rakuten Investment Management, Inc. holds $125,162,178 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	633,433	$51,479,099
2	PEP	Pepsico Inc	329,506	$44,615,112
3	MNST	Monster Beverage Corp	384,320	$18,470,419
4	KDP	Keurig Dr Pepper Inc.	323,787	$10,597,548

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,479,099	633,433	+8.2%	Shares	Sole	2026-08-18
2026-03-31	$44,511,988	585,299	+12.9%	Shares	Sole	2026-05-12
2025-12-31	$36,247,006	518,481	+4370.0%	Shares	Sole	2026-02-17
2025-09-30	$769,245	11,599	-96.8%	Shares	Sole	2025-10-30
2025-03-31	$25,781,266	359,973	+60.9%	Shares	Sole	2025-05-15
2024-09-30	$16,074,866	223,697	+33.1%	Shares	Sole	2025-05-15
2024-06-30	$10,698,801	168,088	+57.8%	Shares	Sole	2025-05-15
2024-03-31	$6,515,792	106,502	+989.2%	Shares	Sole	2025-05-15
2023-12-31	$576,217	9,778	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.