BOK Financial Private Wealth, Inc.

Position in KO — Coca Cola Co

CIK 1317348 DENVER, CO

Position in KO

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

Position Value

$432,600

+$43,985 QoQ

Shares Held

5,323

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,606

of 3,620 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Defensive · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $2,141,076 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	12,452	$1,686,000
2	KO	Coca Cola Co This page	5,323	$432,600
3	MNST	Monster Beverage Corp	420	$20,185
4	KDP	Keurig Dr Pepper Inc.	70	$2,291

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,600	5,323	+4.2%	Shares	Sole	2026-08-10
2026-03-31	$388,615	5,110	-1.0%	Shares	Sole	2026-05-12
2025-12-31	$360,735	5,160	-20.3%	Shares	Sole	2026-02-06
2025-09-30	$429,620	6,478	+1.7%	Shares	Sole	2025-11-07
2025-06-30	$450,465	6,367	-2.2%	Shares	Sole	2025-08-07
2025-03-31	$466,317	6,511	-12.6%	Shares	Sole	2025-05-14
2024-12-31	$463,837	7,450	-17.9%	Shares	Sole	2025-02-07
2024-09-30	$651,913	9,072	+23.0%	Shares	Sole	2024-11-13
2024-06-30	$469,418	7,375	-2.3%	Shares	Sole	2024-08-14
2024-03-31	$461,603	7,545	+6.6%	Shares	Sole	2024-05-01
2023-12-31	$416,929	7,075	+1.3%	Shares	Sole	2024-01-30
2023-09-30	$390,964	6,984	0.0%	Shares	Sole	2023-10-13
2023-06-30	$420,576	6,984	-0.5%	Shares	Sole	2023-08-08
2023-03-31	$435,264	7,017	+0.5%	Shares	Sole	2023-04-24
2022-12-31	$444,252	6,984	-11.4%	Shares	Sole	2023-02-02
2022-09-30	$441,773	7,886	+1.1%	Shares	Sole	2022-11-07
2022-06-30	$490,949	7,804	-67.9%	Shares	Sole	2022-08-15
2022-03-31	$1,509,204	24,342	+9.5%	Shares	Sole	2022-05-09
2021-12-31	$1,316,179	22,229	+45.5%	Shares	Sole	2022-02-15
2021-09-30	$801,531	15,276	+15.5%	Shares	Sole	2021-11-15
2021-06-30	$715,496	13,223	+66.9%	Shares	Sole	2021-08-03
2021-03-31	$417,674	7,924	-0.9%	Shares	Sole	2021-05-12
2020-12-31	$438,665	7,999	+10.7%	Shares	Sole	2021-02-01
2020-09-30	$356,796	7,227	-19.8%	Shares	Sole	2020-11-06
2020-06-30	$402,566	9,010	-5.1%	Shares	Sole	2020-08-13
2020-03-31	$419,976	9,491	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.