IMA Advisory Services, Inc.

Position in KO — Coca Cola Co

CIK 1455495 DENVER, CO

Position in KO

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

Position Value

$574,903

-$67,643 QoQ

Shares Held

7,074

-16.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,378

of 3,618 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $1,424,151 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	7,074	$574,903
2	PEP	Pepsico Inc	3,311	$448,309
3	KDP	Keurig Dr Pepper Inc.	10,006	$327,496
4	MNST	Monster Beverage Corp	888	$42,677
5	CELH	Celsius Holdings, Inc.	1,029	$30,129
6	KOF	Coca Cola Femsa Sab De CV	6	$637

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,903	7,074	-16.3%	Shares	Sole	2026-08-10
2026-03-31	$642,546	8,449	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$590,320	8,444	+0.9%	Shares	Sole	2026-02-11
2025-09-30	$554,899	8,367	+3.2%	Shares	Sole	2025-11-06
2025-06-30	$573,711	8,109	+0.6%	Shares	Sole	2025-08-08
2025-03-31	$577,328	8,061	0.0%	Shares	Sole	2025-05-06
2024-12-31	$501,877	8,061	-6.8%	Shares	Sole	2025-02-14
2024-09-30	$621,517	8,649	+9.5%	Shares	Sole	2024-11-14
2023-09-30	$442,242	7,900	0.0%	Shares	Sole	2023-11-28
2023-06-30	$475,738	7,900	0.0%	Shares	Sole	2023-08-15
2023-03-31	$490,037	7,900	0.0%	Shares	Sole	2023-05-16
2022-12-31	$502,519	7,900	0.0%	Shares	Sole	2023-02-16
2022-09-30	$442,558	7,900	-1.4%	Shares	Sole	2022-11-15
2022-06-30	$504,034	8,012	+334.3%	Shares	Sole	2022-08-18
2022-03-31	$114,390	1,845	0.0%	Shares	Sole	2022-06-13
2021-12-31	$109,242	1,845	+1.3%	Shares	Sole	2022-02-14
2021-09-30	$95,600	1,822	+0.6%	Shares	Sole	2021-11-03
2021-06-30	$97,993	1,811	+0.7%	Shares	Sole	2021-08-13
2021-03-31	$94,825	1,799	0.0%	Shares	Sole	2021-05-13
2020-12-31	$98,657	1,799	-24.4%	Shares	Sole	2021-02-08
2020-09-30	$117,500	2,380	+20.6%	Shares	Sole	2020-11-16
2020-06-30	$88,198	1,974	+0.7%	Shares	Sole	2020-08-13
2020-03-31	$86,730	1,960	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.