Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,291,466
+$1,053,820 QoQ
Shares Held
274,289
-1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#430
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026UMB Bank, n.a. holds $42,023,527 across 9 Beverages - Non-Alcoholic names. KO ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
274,289 | $22,291,466 | |
| 2 | PEP |
Pepsico Inc
|
73,339 | $9,930,100 | |
| 3 | MNST |
Monster Beverage Corp
|
192,126 | $9,233,574 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
9,955 | $325,826 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
952 | $181,755 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
1,175 | $34,404 | |
| 7 | COCO |
Vita Coco Company, Inc.
|
229 | $15,146 | |
| 8 | FIZZ |
National Beverage Corp
|
183 | $5,709 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,291,466 | 274,289 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,237,646 | 279,259 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $19,569,346 | 279,922 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,417,621 | 262,630 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $18,373,986 | 259,703 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $7,579,042 | 105,823 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $6,641,647 | 106,676 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $7,831,086 | 108,977 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $7,026,959 | 110,400 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $10,203,538 | 166,779 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $34,668,871 | 588,306 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $33,060,892 | 590,584 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $35,459,281 | 588,829 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $36,578,098 | 589,684 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $37,605,850 | 591,194 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $33,569,984 | 599,250 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $39,450,231 | 627,090 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $39,159,324 | 631,602 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $37,830,808 | 638,926 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,232,150 | 99,717 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,598,490 | 103,465 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,578,826 | 105,840 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $5,918,057 | 107,915 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,617,613 | 113,786 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $5,083,957 | 113,786 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,227,738 | 118,141 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||