Position in KO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,344,522,854
+$350,674,704 QoQ
Shares Held
30,828,703
+8.1% QoQ
Ownership
0.717%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 96.3434984598606.ToString("F0")%
None 3.656501540139395.ToString("F0")%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Derivatives in KO
reported options exposure · as of Dec 31, 2020CallValue
$345,492
CallShares
6,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Invesco Ltd. holds $7,147,119,042 across 13 Beverages - Non-Alcoholic names. KO ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
30,828,703 | $2,344,522,854 | |
| 2 | PEP |
Pepsico Inc
|
12,060,682 | $1,872,903,297 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
15,285,048 | $1,385,895,293 | |
| 4 | MNST |
Monster Beverage Corp
|
13,314,128 | $964,741,704 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
16,695,169 | $439,583,795 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
1,443,588 | $51,218,498 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
257,592 | $49,390,686 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
208,839 | $20,372,243 |
All Filings in KO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,344,522,854 | 30,828,703 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,993,848,150 | 28,520,214 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,772,192,618 | 26,721,843 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,791,961,862 | 25,328,083 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,635,120,254 | 22,830,498 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,529,537,236 | 24,566,933 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,492,936,974 | 20,775,633 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,336,779,706 | 21,002,038 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,454,985,741 | 23,782,049 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,323,032,468 | 22,450,916 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,446,822,117 | 25,845,340 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,438,136,511 | 23,881,377 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,575,239,741 | 25,394,805 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,612,829,185 | 25,354,963 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,554,540,309 | 27,749,738 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,775,609,949 | 28,224,606 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,652,024,162 | 26,645,551 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,672,210,880 | 28,242,035 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,395,547,410 | 26,597,054 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,482,020,946 | 27,389,040 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $1,347,118,792 | 25,557,177 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $345,492 | 6,300 | Call | Defined | 2021-02-16 | |
| 2020-12-31 | $1,141,682,855 | 20,818,433 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $315,968 | 6,400 | Call | Defined | 2020-11-16 | |
| 2020-09-30 | $1,037,993,230 | 21,024,777 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $285,952 | 6,400 | Call | Defined | 2020-08-14 | |
| 2020-06-30 | $833,417,642 | 18,653,036 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $907,151,234 | 20,500,593 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $283,200 | 6,400 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||