Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,072,930
-$535,021 QoQ
Shares Held
197,772
-9.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#499
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Clearstead Advisors, LLC holds $45,911,164 across 12 Beverages - Non-Alcoholic names. KO ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
206,187 | $27,917,719 | |
| 2 | KO |
Coca Cola Co
This page
|
197,772 | $16,072,930 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
4,732 | $903,433 | |
| 4 | MNST |
Monster Beverage Corp
|
11,738 | $564,128 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
10,515 | $344,155 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
572 | $57,240 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
723 | $21,169 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
192 | $20,400 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,072,930 | 197,772 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,607,951 | 218,382 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,927,120 | 199,215 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,212,629 | 184,147 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,487,072 | 190,630 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,657,545 | 176,732 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,855,715 | 174,361 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,863,874 | 179,013 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,469,475 | 180,196 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,151,954 | 100,555 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,964,069 | 101,206 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,956,242 | 124,263 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,460,762 | 107,286 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,340,892 | 102,223 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,985,382 | 94,095 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,034,181 | 89,864 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,568,873 | 104,417 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,230,504 | 100,492 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,636,081 | 95,188 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,904,475 | 93,472 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,547,357 | 102,520 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,391,600 | 102,288 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,587,702 | 101,891 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,064,720 | 102,587 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,835,224 | 108,219 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,955,546 | 66,792 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||