PINNACLE ASSOCIATES LTD

Position in KO — Coca Cola Co

CIK 743127 NEW YORK, NY

Position in KO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$14,254,676

+$1,014,219 QoQ

Shares Held

175,399

+0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#535

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $45,378,320 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	184,500	$24,981,300
2	KO	Coca Cola Co This page	175,399	$14,254,676
3	KDP	Keurig Dr Pepper Inc.	140,303	$4,592,117
4	CELH	Celsius Holdings, Inc.	33,652	$985,330
5	MNST	Monster Beverage Corp	11,754	$564,897

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,254,676	175,399	+0.7%	Shares	Sole	2026-08-03
2026-03-31	$13,240,457	174,102	-2.6%	Shares	Sole	2026-04-22
2025-12-31	$12,501,585	178,824	-0.7%	Shares	Sole	2026-02-05
2025-09-30	$11,948,808	180,169	-4.0%	Shares	Sole	2025-11-13
2025-06-30	$13,275,883	187,645	-2.4%	Shares	Sole	2025-08-04
2025-03-31	$13,775,748	192,345	+1.9%	Shares	Sole	2025-05-06
2024-12-31	$11,752,446	188,764	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$13,416,549	186,704	+2.0%	Shares	Sole	2024-10-25
2024-06-30	$11,652,978	183,079	+0.7%	Shares	Sole	2024-07-30
2024-03-31	$11,118,180	181,729	-2.7%	Shares	Sole	2024-04-26
2023-12-31	$11,002,466	186,704	-3.3%	Shares	Sole	2024-01-19
2023-09-30	$10,808,170	193,072	-1.8%	Shares	Sole	2023-10-24
2023-06-30	$11,838,830	196,593	+4.2%	Shares	Sole	2023-07-27
2023-03-31	$11,703,820	188,680	-0.2%	Shares	Sole	2023-05-05
2022-12-31	$12,031,958	189,152	+0.8%	Shares	Sole	2023-02-01
2022-09-30	$10,509,352	187,600	+0.9%	Shares	Sole	2022-11-01
2022-06-30	$11,698,995	185,964	+0.3%	Shares	Sole	2022-08-02
2022-03-31	$11,499,884	185,482	+1.4%	Shares	Sole	2022-05-05
2021-12-31	$10,834,186	182,979	+28.4%	Shares	Sole	2022-02-02
2021-09-30	$7,477,762	142,515	+1.6%	Shares	Sole	2021-10-19
2021-06-30	$7,591,200	140,292	-4.7%	Shares	Sole	2021-08-02
2021-03-31	$7,762,074	147,260	+6.2%	Shares	Sole	2021-05-12
2020-12-31	$7,607,514	138,722	-3.9%	Shares	Sole	2021-01-26
2020-09-30	$7,129,719	144,414	+7.2%	Shares	Sole	2020-10-23
2020-06-30	$6,019,378	134,722	-0.3%	Shares	Sole	2020-08-14
2020-03-31	$5,977,644	135,088	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.