Essex Financial Services, Inc.

Position in KO — Coca Cola Co

CIK 1315785 ESSEX, CT

Position in KO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$7,473,589

+$471,134 QoQ

Shares Held

91,960

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#762

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

Essex Financial Services, Inc. holds $11,301,097 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	91,960	$7,473,589
2	PEP	Pepsico Inc	24,813	$3,359,680
3	MNST	Monster Beverage Corp	4,914	$236,166
4	KDP	Keurig Dr Pepper Inc.	7,078	$231,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,473,589	91,960	-0.1%	Shares	Defined	2026-08-10
2026-03-31	$7,002,455	92,077	-1.0%	Shares	Defined	2026-04-24
2025-12-31	$6,499,113	92,964	-2.6%	Shares	Defined	2026-02-10
2025-09-30	$6,328,121	95,418	-0.1%	Shares	Defined	2025-11-07
2025-06-30	$6,760,445	95,554	+2.2%	Shares	Defined	2025-07-16
2025-03-31	$6,693,748	93,462	+1.9%	Shares	Defined	2025-04-25
2024-12-31	$5,707,685	91,675	-3.1%	Shares	Defined	2025-01-29
2024-09-30	$6,800,327	94,633	-4.4%	Shares	Defined	2024-10-24
2024-06-30	$6,301,031	98,995	+29.4%	Shares	Defined	2024-08-09
2024-03-31	$4,678,924	76,478	+12.0%	Shares	Sole	2024-04-24
2023-12-31	$4,024,683	68,296	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$3,845,602	68,696	+0.4%	Shares	Sole	2023-11-15
2023-06-30	$4,121,155	68,435	+0.4%	Shares	Sole	2023-08-09
2023-03-31	$4,226,352	68,134	-1.2%	Shares	Sole	2023-05-11
2022-12-31	$4,385,845	68,949	+0.6%	Shares	Sole	2023-02-10
2022-09-30	$3,840,563	68,557	-0.7%	Shares	Sole	2022-11-07
2022-06-30	$4,344,564	69,060	-0.0%	Shares	Sole	2022-08-01
2022-03-31	$4,283,766	69,093	-0.3%	Shares	Sole	2022-04-21
2021-12-31	$4,101,358	69,268	-7.6%	Shares	Sole	2022-02-11
2021-09-30	$3,931,314	74,925	+1.0%	Shares	Sole	2021-11-10
2021-06-30	$4,013,717	74,177	0.0%	Shares	Sole	2021-07-30
2021-03-31	$3,909,869	74,177	+66.4%	Shares	Sole	2021-05-11
2020-12-31	$2,444,767	44,580	+112.7%	Shares	Sole	2021-02-05
2020-09-30	$1,034,795	20,960	+6.6%	Shares	Sole	2020-11-10
2020-06-30	$878,319	19,658	-7.3%	Shares	Sole	2020-08-06
2020-03-31	$938,631	21,212	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.