Position in KO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$63,488,367
+$12,848,802 QoQ
Shares Held
781,203
+17.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#259
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $139,971,589 across 13 Beverages - Non-Alcoholic names. KO ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
781,203 | $63,488,367 | |
| 2 | PEP |
Pepsico Inc
|
414,308 | $56,097,303 | |
| 3 | MNST |
Monster Beverage Corp
|
216,342 | $10,397,396 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
16,588 | $3,166,980 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
95,352 | $3,120,870 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
35,571 | $1,041,518 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
8,288 | $880,600 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
8,043 | $804,863 |
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,488,367 | 781,203 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $50,639,565 | 665,872 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,715,904 | 639,621 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $40,184,083 | 605,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,110,773 | 581,071 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,776,243 | 555,379 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,439,991 | 1,051,076 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $79,926,500 | 1,112,253 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $58,241,977 | 915,035 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $34,045,935 | 556,488 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,531,296 | 501,125 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $29,047,966 | 518,899 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $32,761,667 | 544,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,845,037 | 497,260 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $30,830,558 | 484,681 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,698,364 | 423,034 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $24,550,312 | 390,245 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,356,710 | 312,205 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $16,351,848 | 276,167 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $12,817,896 | 244,290 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,416,614 | 210,989 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,042,242 | 171,547 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $8,679,471 | 158,269 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,802,396 | 137,784 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $7,583,893 | 169,738 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,933,765 | 201,893 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||