Position in ZVIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,500
-$29,009 QoQ
Shares Held
19,327
-62.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 102 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ZVIA Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $13,517,607,590 across 18 Beverages - Non-Alcoholic names. ZVIA ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
89,824,129 | $7,300,006,950 | |
| 2 | PEP |
Pepsico Inc
|
26,615,206 | $3,603,698,884 | |
| 3 | MNST |
Monster Beverage Corp
|
24,616,732 | $1,183,080,131 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
17,161,687 | $561,702,009 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,546,319 | $354,880,135 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
7,615,074 | $222,969,360 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
969,679 | $103,028,392 | |
| 8 | COKE |
Coca-Cola Consolidated, Inc.
|
483,048 | $92,223,520 |
All Filings in ZVIA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,500 | 19,327 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $60,509 | 51,719 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $268,427 | 115,702 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $104,087 | 38,268 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $442,997 | 137,577 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $73,689 | 34,116 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,578 | 10,162 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,628 | 4,286 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $25,364 | 37,579 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $47,331 | 40,456 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $145,142 | 72,211 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $180,821 | 81,452 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $254,426 | 59,032 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $222,014 | 57,667 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $270,873 | 66,229 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $227,930 | 52,762 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $266,490 | 94,837 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $985,067 | 215,551 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $42,587 | 6,041 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $457,384 | 39,738 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||