J.W. COLE ADVISORS, INC.

Position in KO — Coca Cola Co

CIK 1404763 TAMPA, FL

Position in KO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$13,836,136

+$2,120,409 QoQ

Shares Held

170,249

+1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#546

of 3,621 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $21,541,539 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	170,249	$13,836,136
2	PEP	Pepsico Inc	42,727	$5,785,235
3	COKE	Coca-Cola Consolidated, Inc.	3,990	$761,770
4	FIZZ	National Beverage Corp	22,513	$702,405
5	MNST	Monster Beverage Corp	9,488	$455,993

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,836,136	170,249	+1.6%	Shares	Sole	2026-07-21
2025-12-31	$11,715,727	167,583	-0.9%	Shares	Sole	2026-02-11
2025-09-30	$11,211,793	169,056	+2.8%	Shares	Sole	2025-11-05
2025-06-30	$11,640,002	164,523	-2.7%	Shares	Sole	2025-08-12
2025-03-31	$12,105,856	169,029	+93.6%	Shares	Sole	2025-05-05
2024-12-31	$5,435,671	87,306	+1.3%	Shares	Sole	2025-01-31
2024-09-30	$6,191,673	86,163	+3.1%	Shares	Sole	2024-10-24
2024-06-30	$5,321,840	83,611	+0.5%	Shares	Sole	2024-08-08
2024-03-31	$5,091,216	83,217	-0.6%	Shares	Sole	2024-04-30
2023-12-31	$4,934,562	83,736	+7.5%	Shares	Sole	2024-01-31
2023-09-30	$4,359,442	77,875	-2.6%	Shares	Sole	2023-10-24
2023-06-30	$4,815,974	79,973	-8.2%	Shares	Sole	2023-07-27
2023-03-31	$5,406,224	87,155	+11.2%	Shares	Sole	2023-05-03
2022-12-31	$4,983,716	78,348	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$4,342,222	77,512	-5.6%	Shares	Sole	2022-10-31
2022-06-30	$5,167,301	82,138	-3.7%	Shares	Sole	2022-07-27
2022-03-31	$5,287,918	85,289	-5.9%	Shares	Sole	2022-06-10
2021-12-31	$5,365,136	90,612	-0.3%	Shares	Sole	2022-01-25
2021-09-30	$4,770,992	90,928	+1.4%	Shares	Sole	2021-10-26
2021-06-30	$4,853,450	89,696	+89.3%	Shares	Sole	2021-08-06
2021-03-31	$2,497,399	47,380	-4.4%	Shares	Sole	2021-04-28
2020-12-31	$2,719,131	49,583	-55.6%	Shares	Sole	2021-02-12
2020-09-30	$5,519,022	111,789	+119.0%	Shares	Sole	2020-11-05
2020-06-30	$2,280,243	51,035	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.