Position in KO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,524,628
+$491,712 QoQ
Shares Held
166,416
-2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#553
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $21,844,010 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
166,416 | $13,524,628 | |
| 2 | PEP |
Pepsico Inc
|
61,443 | $8,319,382 |
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,524,628 | 166,416 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,032,916 | 171,373 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,045,912 | 172,306 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,636,241 | 175,456 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,719,364 | 179,779 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,870,328 | 179,703 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $11,348,690 | 182,279 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,585,276 | 189,052 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $12,447,648 | 195,564 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $12,884,446 | 210,599 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $13,845,132 | 234,942 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $13,298,664 | 237,561 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $14,328,385 | 237,934 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $14,765,931 | 238,045 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $15,083,648 | 237,127 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $13,161,618 | 234,945 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $14,711,314 | 233,847 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $14,395,532 | 232,186 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $13,757,029 | 232,343 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $12,180,595 | 232,144 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $12,549,894 | 231,933 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $12,214,751 | 231,735 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $12,812,982 | 233,643 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $11,698,567 | 236,957 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $10,622,223 | 237,740 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $10,677,303 | 241,295 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||