Sigma Planning Corp

Position in KO — Coca Cola Co

CIK 1449126 ANN ARBOR, MI

Position in KO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,334,915

+$630,481 QoQ

Shares Held

77,949

+3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#825

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

Sigma Planning Corp holds $12,508,308 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	77,949	$6,334,915
2	PEP	Pepsico Inc	39,708	$5,376,463
3	MNST	Monster Beverage Corp	16,582	$796,930

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,334,915	77,949	+3.9%	Shares	Sole	2026-08-07
2026-03-31	$5,704,434	75,009	-1.6%	Shares	Sole	2026-05-04
2025-12-31	$5,330,287	76,245	+1.2%	Shares	Sole	2026-01-30
2025-09-30	$4,998,737	75,373	-4.5%	Shares	Sole	2025-11-10
2025-06-30	$5,586,703	78,964	-1.6%	Shares	Sole	2025-08-05
2025-03-31	$5,745,284	80,219	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$4,987,773	80,112	-1.6%	Shares	Sole	2025-02-03
2024-09-30	$5,847,607	81,375	-5.5%	Shares	Sole	2024-11-04
2024-06-30	$5,480,583	86,105	-6.6%	Shares	Sole	2024-08-06
2024-03-31	$5,642,753	92,232	+94.1%	Shares	Sole	2024-05-02
2023-12-31	$2,799,705	47,509	-52.4%	Shares	Sole	2024-02-01
2023-09-30	$5,587,251	99,808	-1.3%	Shares	Sole	2023-11-06
2023-06-30	$6,088,844	101,110	-13.8%	Shares	Sole	2023-08-02
2023-03-31	$7,274,754	117,278	-5.2%	Shares	Sole	2023-05-08
2022-12-31	$7,870,528	123,731	+7.2%	Shares	Sole	2023-01-24
2022-09-30	$6,465,828	115,420	-3.7%	Shares	Sole	2022-11-10
2022-06-30	$7,542,531	119,894	-3.3%	Shares	Sole	2022-08-11
2022-03-31	$7,686,946	123,983	+0.6%	Shares	Sole	2022-04-20
2021-12-31	$7,297,158	123,242	+3.6%	Shares	Sole	2022-02-02
2021-09-30	$6,238,892	118,904	+2.4%	Shares	Sole	2021-10-28
2021-06-30	$6,283,577	116,126	+4.3%	Shares	Sole	2021-08-13
2021-03-31	$5,867,360	111,314	+8.9%	Shares	Sole	2021-05-06
2020-12-31	$5,603,770	102,184	-7.0%	Shares	Sole	2021-02-09
2020-09-30	$5,424,133	109,867	-5.5%	Shares	Sole	2020-11-03
2020-06-30	$5,195,301	116,278	+11.9%	Shares	Sole	2020-07-31
2020-03-31	$4,596,645	103,879	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.