SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in KO — Coca Cola Co

CIK 1008895 CEDARBURG, WI

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$308,500

+$19,815 QoQ

Shares Held

3,796

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,926

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $7,494,824 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	51,513	$6,974,860
2	KO	Coca Cola Co This page	3,796	$308,500
3	MNST	Monster Beverage Corp	4,400	$211,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,500	3,796	0.0%	Shares	Sole	2026-07-29
2026-03-31	$288,685	3,796	0.0%	Shares	Sole	2026-04-29
2025-12-31	$265,378	3,796	+18.8%	Shares	Sole	2026-01-28
2025-09-30	$211,958	3,196	-0.3%	Shares	Sole	2025-10-27
2025-06-30	$226,824	3,206	+0.3%	Shares	Sole	2025-08-01
2025-03-31	$228,897	3,196	-4.0%	Shares	Sole	2025-05-21
2024-12-31	$207,201	3,328	-36.3%	Shares	Sole	2025-01-27
2024-09-30	$375,324	5,223	0.0%	Shares	Sole	2024-10-23
2024-06-30	$332,443	5,223	-18.7%	Shares	Sole	2024-07-29
2024-03-31	$392,959	6,423	-3.8%	Shares	Sole	2024-04-26
2023-12-31	$393,593	6,679	+3.9%	Shares	Sole	2024-01-29
2023-09-30	$359,895	6,429	+0.9%	Shares	Sole	2023-10-20
2023-06-30	$383,842	6,374	-0.8%	Shares	Sole	2023-07-26
2023-03-31	$398,480	6,424	+7.0%	Shares	Sole	2023-04-28
2022-12-31	$381,787	6,002	0.0%	Shares	Sole	2023-02-01
2022-09-30	$336,232	6,002	0.0%	Shares	Sole	2022-10-24
2022-06-30	$377,585	6,002	-0.3%	Shares	Sole	2022-08-24
2022-03-31	$373,364	6,022	0.0%	Shares	Sole	2022-05-06
2021-12-31	$356,562	6,022	0.0%	Shares	Sole	2022-02-01
2021-09-30	$315,974	6,022	-1.8%	Shares	Sole	2021-10-27
2021-06-30	$331,802	6,132	+1.8%	Shares	Sole	2021-07-26
2021-03-31	$317,419	6,022	0.0%	Shares	Sole	2021-04-30
2020-12-31	$330,246	6,022	-0.3%	Shares	Sole	2021-02-01
2020-09-30	$298,293	6,042	+24.8%	Shares	Sole	2020-10-28
2020-06-30	$216,251	4,840	+0.4%	Shares	Sole	2020-07-29
2020-03-31	$213,285	4,820	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.