Position in KO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,891,559
+$879,446 QoQ
Shares Held
97,103
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#737
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026HM PAYSON & CO holds $22,597,966 across 7 Beverages - Non-Alcoholic names. KO ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
105,203 | $14,244,486 | |
| 2 | KO |
Coca Cola Co
This page
|
97,103 | $7,891,559 | |
| 3 | MNST |
Monster Beverage Corp
|
5,106 | $245,393 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
500 | $95,460 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
2,065 | $67,587 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
532 | $53,237 | |
| 7 | PRMB |
Primo Brands Corp
|
10 | $244 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,891,559 | 97,103 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,012,113 | 92,204 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,610,060 | 94,551 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,343,507 | 95,650 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,819,592 | 96,390 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $6,924,364 | 96,682 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,928,645 | 95,224 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,706,262 | 93,324 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,920,467 | 93,016 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,632,842 | 92,070 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $5,567,588 | 94,478 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,368,705 | 95,904 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,510,671 | 91,509 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,387,739 | 86,857 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,567,783 | 87,530 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,912,281 | 87,688 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,437,248 | 86,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,407,454 | 87,217 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,261,282 | 88,858 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,873,571 | 92,883 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $5,020,975 | 92,792 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $5,195,044 | 98,559 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $5,657,020 | 103,155 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $5,471,232 | 110,821 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $4,934,682 | 110,445 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,117,733 | 115,655 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||