Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$74,089,307
+$4,897,420 QoQ
Shares Held
911,644
+0.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#233
of 3,621 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, 2026CAPITAL ADVISORS INC/OK holds $375,001,183 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,222,392 | $300,911,876 | |
| 2 | KO |
Coca Cola Co
This page
|
911,644 | $74,089,307 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,089,307 | 911,644 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $69,191,887 | 909,821 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $61,809,807 | 884,134 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $48,897,139 | 737,291 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $50,709,425 | 716,741 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $40,923,954 | 571,404 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $34,693,575 | 557,237 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $39,756,329 | 553,247 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $45,828,190 | 720,003 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $43,968,964 | 718,682 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $41,584,131 | 705,653 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $39,563,641 | 706,746 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $42,446,067 | 704,850 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $43,028,474 | 693,672 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $43,818,320 | 688,859 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $38,372,523 | 684,979 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $42,817,804 | 680,620 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $41,920,370 | 676,135 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $39,447,004 | 666,222 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $33,852,647 | 645,181 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $34,195,030 | 631,954 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $31,210,328 | 592,114 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $29,721,634 | 541,970 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $25,637,544 | 519,294 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $22,372,258 | 500,722 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $19,027,101 | 429,991 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||