Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$30,230,570
+$3,659,537 QoQ
Shares Held
371,977
+6.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#371
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026BRAUN STACEY ASSOCIATES INC holds $47,702,707 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
371,977 | $30,230,570 | |
| 2 | CELH |
Celsius Holdings, Inc.
|
596,726 | $17,472,137 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,230,570 | 371,977 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,571,033 | 349,389 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,840,218 | 341,013 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $21,656,331 | 326,543 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,184,653 | 313,564 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,524,633 | 314,502 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,207,210 | 308,500 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,523,798 | 313,440 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $3,899,580 | 61,266 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,794,138 | 62,016 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $3,701,157 | 62,806 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $3,503,004 | 62,576 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $18,428,885 | 306,026 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $38,861,298 | 626,492 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $19,775,776 | 310,891 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $17,889,201 | 319,336 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $18,827,137 | 299,271 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $15,363,042 | 247,791 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $14,665,191 | 247,681 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $13,980,421 | 266,446 | Shares | Defined | 2021-12-01 | |
| 2021-06-30 | $14,686,157 | 271,413 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $14,435,318 | 273,863 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $14,485,327 | 264,138 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $10,905,684 | 220,897 | Shares | Defined | 2020-10-27 | |
| 2020-06-30 | $10,171,938 | 227,662 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $9,183,069 | 207,527 | Shares | Defined | 2020-06-09 | |
| No filing history on record for this holder in this stock. | ||||||