STEPHENS INC /AR/

Position in KO — Coca Cola Co

CIK 757657 LITTLE ROCK, AR

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$24,378,074

+$2,134,286 QoQ

Shares Held

299,964

+2.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#413

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

STEPHENS INC /AR/ holds $52,235,453 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	195,603	$26,484,646
2	KO	Coca Cola Co This page	299,964	$24,378,074
3	MNST	Monster Beverage Corp	22,638	$1,087,982
4	KDP	Keurig Dr Pepper Inc.	8,700	$284,751

All Filings in KO

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,378,074	299,964	+2.6%	Shares	Defined	2026-07-29
2026-03-31	$22,243,788	292,489	-2.4%	Shares	Defined	2026-04-28
2025-12-31	$20,952,656	299,709	-0.4%	Shares	Defined	2026-02-05
2025-09-30	$19,955,688	300,900	-6.7%	Shares	Defined	2025-10-27
2025-06-30	$22,821,827	322,570	-4.9%	Shares	Defined	2025-07-29
2025-03-31	$24,280,540	339,019	-20.8%	Shares	Defined	2025-05-01
2024-12-31	$26,647,466	428,003	+4.6%	Shares	Defined	2025-01-28
2024-09-30	$29,399,722	409,125	+0.9%	Shares	Defined	2024-10-28
2024-06-30	$25,799,381	405,332	+1.2%	Shares	Defined	2024-08-06
2024-03-31	$24,515,376	400,709	+4.8%	Shares	Defined	2024-05-15
2023-12-31	$22,524,931	382,232	-6.7%	Shares	Defined	2024-02-13
2023-09-30	$22,923,138	409,488	+3.5%	Shares	Defined	2023-11-14
2023-06-30	$23,827,006	395,666	+23.9%	Shares	Defined	2023-08-14
2023-03-31	$19,813,932	319,425	-0.2%	Shares	Defined	2023-05-15
2022-12-31	$20,364,677	320,149	-11.9%	Shares	Defined	2023-02-14
2022-09-30	$20,352,346	363,305	+1.0%	Shares	Defined	2022-11-02
2022-06-30	$22,628,789	359,701	+1.5%	Shares	Defined	2022-08-03
2022-03-31	$21,982,410	354,555	-68.2%	Shares	Defined	2022-05-04
2021-12-31	$66,104,530	1,116,442	-1.7%	Shares	Defined	2022-03-07
2021-09-30	$59,574,962	1,135,410	-4.9%	Shares	Defined	2021-10-27
2021-06-30	$64,596,518	1,193,800	+0.3%	Shares	Defined	2021-08-12
2021-03-31	$62,712,934	1,189,773	+1.4%	Shares	Defined	2021-05-14
2020-12-31	$64,343,607	1,173,297	-1.9%	Shares	Defined	2021-02-10
2020-09-30	$59,025,982	1,195,584	+0.1%	Shares	Defined	2020-11-13
2020-06-30	$53,376,425	1,194,638	+2.1%	Shares	Defined	2020-08-24
2020-03-31	$51,774,270	1,170,040	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.