SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in KO — Coca Cola Co

CIK 1079935 LOS ANGELES, CA

Position in KO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$7,896,111

-$3,150,835 QoQ

Shares Held

97,159

-33.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#736

of 3,621 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $8,639,012 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	97,159	$7,896,111
2	PEP	Pepsico Inc	3,964	$536,725
3	MNST	Monster Beverage Corp	4,290	$206,176

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,896,111	97,159	-33.1%	Shares	Sole	2026-07-14
2026-03-31	$11,046,946	145,259	+49.9%	Shares	Defined	2026-04-15
2025-12-31	$6,775,257	96,914	+5.1%	Shares	Defined	2026-02-06
2025-09-30	$6,114,106	92,191	+5.5%	Shares	Defined	2025-11-05
2025-06-30	$6,180,931	87,363	+604.7%	Shares	Defined	2025-07-29
2025-03-31	$887,872	12,397	+91.7%	Shares	Defined	2025-05-16
2024-12-31	$402,634	6,467	+0.1%	Shares	Defined	2025-02-11
2024-09-30	$464,071	6,458	+0.6%	Shares	Sole	2024-11-06
2024-06-30	$408,441	6,417	+66.3%	Shares	Defined	2024-07-26
2022-06-30	$242,706	3,858	+7.8%	Shares	Defined	2022-07-13
2022-03-31	$221,898	3,579	-5.5%	Shares	Defined	2022-04-19
2021-12-31	$224,168	3,786	-18.5%	Shares	Defined	2022-01-20
2021-09-30	$243,775	4,646	+13.5%	Shares	Defined	2021-10-12
2021-06-30	$221,526	4,094	-1.8%	Shares	Defined	2021-07-16
2021-03-31	$219,799	4,170	0.0%	Shares	Sole	2021-04-15
2020-12-31	$228,682	4,170	+0.1%	Shares	Defined	2021-01-13
2020-09-30	$205,724	4,167	—	Shares	Defined	2020-10-13
No filing history on record for this holder in this stock.