Position in KO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,011,107
+$40,576 QoQ
Shares Held
24,746
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#1,416
of 3,621 holders
Holding Since
Dec 2020
23 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, 2026ECLECTIC ASSOCIATES INC /ADV holds $2,836,970 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
24,746 | $2,011,107 | |
| 2 | MNST |
Monster Beverage Corp
|
17,184 | $825,863 |
All Filings in KO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,011,107 | 24,746 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,970,531 | 25,911 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,838,493 | 26,298 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,739,242 | 26,225 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,935,012 | 27,350 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,958,807 | 27,350 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,704,616 | 27,379 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,947,549 | 27,102 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,724,533 | 27,094 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,632,160 | 26,678 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,601,953 | 27,184 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,604,386 | 28,660 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,683,690 | 27,959 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,817,106 | 29,294 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,860,210 | 29,244 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,629,845 | 29,094 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,899,001 | 30,186 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,886,040 | 30,420 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,639,110 | 27,683 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,363,485 | 25,986 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,346,094 | 24,877 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,319,436 | 25,032 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,386,903 | 25,290 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||