EVERMAY WEALTH MANAGEMENT LLC

Position in KO — Coca Cola Co

CIK 1066816 ARLINGTON, VA

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$598,797

+$87,741 QoQ

Shares Held

7,368

+9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,349

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

EVERMAY WEALTH MANAGEMENT LLC holds $2,682,071 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	22,488	$1,080,773
2	PEP	Pepsico Inc	7,404	$1,002,501
3	KO	Coca Cola Co This page	7,368	$598,797

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$598,797	7,368	+9.6%	Shares	Sole	2026-07-27
2026-03-31	$511,056	6,720	+0.0%	Shares	Sole	2026-05-12
2025-12-31	$469,725	6,719	-2.7%	Shares	Sole	2026-01-22
2025-09-30	$457,873	6,904	-2.1%	Shares	Sole	2025-11-05
2025-06-30	$499,070	7,054	-6.5%	Shares	Sole	2025-07-30
2025-03-31	$540,086	7,541	-6.9%	Shares	Sole	2025-05-07
2024-12-31	$504,555	8,104	-2.8%	Shares	Sole	2025-01-24
2024-09-30	$598,881	8,334	-5.6%	Shares	Sole	2024-10-25
2024-06-30	$561,965	8,829	+3.6%	Shares	Sole	2024-08-01
2024-03-31	$521,192	8,519	+4.0%	Shares	Sole	2024-05-14
2023-12-31	$482,636	8,190	-4.3%	Shares	Sole	2024-02-12
2023-09-30	$479,020	8,557	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$516,928	8,584	-0.4%	Shares	Sole	2023-08-10
2023-03-31	$534,636	8,619	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$532,479	8,371	-5.5%	Shares	Sole	2023-01-19
2022-09-30	$496,113	8,856	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$553,041	8,791	-1.7%	Shares	Sole	2022-08-15
2022-03-31	$554,342	8,941	-10.1%	Shares	Sole	2022-05-16
2021-12-31	$588,606	9,941	-4.4%	Shares	Sole	2022-02-14
2021-09-30	$545,740	10,401	-5.8%	Shares	Sole	2021-11-12
2021-06-30	$597,374	11,040	-10.4%	Shares	Sole	2021-08-13
2021-03-31	$649,123	12,315	-4.3%	Shares	Sole	2021-05-10
2020-12-31	$706,065	12,875	-2.2%	Shares	Sole	2021-02-16
2020-09-30	$649,610	13,158	+6.6%	Shares	Sole	2020-11-05
2020-06-30	$551,485	12,343	+15.2%	Shares	Sole	2020-07-20
2020-03-31	$474,050	10,713	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.