Position in KO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,159,020
+$620,412 QoQ
Shares Held
100,394
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#723
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $16,557,370 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
61,802 | $8,367,990 | |
| 2 | KO |
Coca Cola Co
This page
|
100,394 | $8,159,020 | |
| 3 | MNST |
Monster Beverage Corp
|
306 | $14,706 | |
| 4 | CELH |
Celsius Holdings, Inc.
|
311 | $9,106 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
54 | $5,403 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
6 | $1,145 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,159,020 | 100,394 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,538,608 | 99,127 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,057,903 | 100,957 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,609,716 | 99,664 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,098,347 | 100,330 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,995,984 | 97,682 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,007,591 | 96,492 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,721,712 | 93,539 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,957,703 | 93,601 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,388,795 | 88,081 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,947,821 | 83,961 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,777,781 | 85,348 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,227,999 | 86,815 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,338,487 | 86,063 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,438,400 | 85,496 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,733,185 | 84,491 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,101,623 | 81,094 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,752,982 | 76,661 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,521,394 | 76,362 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,835,871 | 73,106 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,639,438 | 67,260 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,342,235 | 63,408 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,532,518 | 64,415 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,157,063 | 63,947 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,857,062 | 63,945 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $2,738,013 | 61,876 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||