MONETA GROUP INVESTMENT ADVISORS LLC

Position in KO — Coca Cola Co

CIK 1120927 ST LOUIS, MO

Position in KO

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

Position Value

$7,239,206

+$218,955 QoQ

Shares Held

89,076

-3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#779

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $14,005,688 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	89,076	$7,239,206
2	PEP	Pepsico Inc	39,220	$5,310,388
3	COKE	Coca-Cola Consolidated, Inc.	5,409	$1,032,686
4	MNST	Monster Beverage Corp	8,810	$423,408

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,239,206	89,076	-3.5%	Shares	Sole	2026-08-14
2026-03-31	$7,020,251	92,311	-17.5%	Shares	Sole	2026-05-12
2025-12-31	$7,820,621	111,867	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$7,374,916	111,202	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$7,803,088	110,291	+29.0%	Shares	Sole	2025-08-14
2025-03-31	$6,125,658	85,530	-12.8%	Shares	Sole	2025-05-15
2024-12-31	$6,109,573	98,130	+19.8%	Shares	Sole	2025-02-11
2024-09-30	$5,888,208	81,940	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$5,242,659	82,367	+3.7%	Shares	Sole	2024-08-13
2024-03-31	$4,857,997	79,405	+9.2%	Shares	Sole	2024-08-13
2023-12-31	$4,283,680	72,691	-3.1%	Shares	Sole	2024-02-15
2023-09-30	$4,198,444	74,999	-2.7%	Shares	Sole	2023-11-15
2023-06-30	$4,640,071	77,052	+7.8%	Shares	Sole	2023-08-15
2023-03-31	$4,434,028	71,482	+20.4%	Shares	Sole	2023-05-15
2022-12-31	$3,775,062	59,347	+6.3%	Shares	Sole	2023-02-16
2022-09-30	$3,127,988	55,837	+6.8%	Shares	Sole	2022-11-14
2022-06-30	$3,288,997	52,281	+12.4%	Shares	Sole	2022-08-15
2022-03-31	$2,883,992	46,516	-1.2%	Shares	Sole	2022-05-11
2021-12-31	$2,789,027	47,104	+2.1%	Shares	Sole	2022-02-11
2021-09-30	$2,420,021	46,122	-5.9%	Shares	Sole	2021-11-12
2021-06-30	$2,651,011	48,993	+9.7%	Shares	Sole	2021-08-13
2021-03-31	$2,354,977	44,678	+40.0%	Shares	Sole	2021-05-14
2020-12-31	$1,749,999	31,911	-3.5%	Shares	Sole	2021-02-12
2020-09-30	$1,632,024	33,057	+14.3%	Shares	Sole	2020-11-13
2020-06-30	$1,292,011	28,917	+23.0%	Shares	Sole	2020-08-12
2020-03-31	$1,040,007	23,503	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.