Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$39,497
+$3,298 QoQ
Shares Held
486
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,510
of 3,612 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $1,013,879 across 11 Beverages - Non-Alcoholic names. KO ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
4,547 | $615,663 | |
| 2 | MNST |
Monster Beverage Corp
|
3,038 | $146,006 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
530 | $101,187 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
1,936 | $63,365 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
1,427 | $41,782 | |
| 6 | KO |
Coca Cola Co
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|
486 | $39,497 | |
| 7 | ZVIA |
Zevia PBC
|
1,844 | $3,005 | |
| 8 | FIZZ |
National Beverage Corp
|
36 | $1,123 |
All Filings in KO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,497 | 486 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $36,199 | 476 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $29,571 | 423 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $32,032 | 483 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $20,517 | 290 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||