HARBOR INVESTMENT ADVISORY, LLC

Position in KO — Coca Cola Co

CIK 1468792 LUTHERVILLE, MD

Position in KO

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

Position Value

$2,025,817

+$347,166 QoQ

Shares Held

24,927

+12.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,409

of 3,620 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $3,317,302 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	24,927	$2,025,817
2	PEP	Pepsico Inc	9,001	$1,218,735
3	PRMB	Primo Brands Corp	1,514	$37,002
4	MNST	Monster Beverage Corp	584	$28,067
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	47	$4,703
6	KDP	Keurig Dr Pepper Inc.	91	$2,978

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,025,817	24,927	+12.9%	Shares	Sole	2026-07-07
2026-03-31	$1,678,651	22,073	-4.9%	Shares	Sole	2026-04-23
2025-12-31	$1,622,261	23,205	+15.9%	Shares	Sole	2026-01-07
2025-09-30	$1,327,527	20,017	+13.0%	Shares	Sole	2025-10-27
2025-06-30	$1,252,770	17,707	+10.4%	Shares	Sole	2025-07-01
2025-03-31	$1,148,713	16,039	+2.0%	Shares	Sole	2025-04-09
2024-12-31	$978,913	15,723	-3.6%	Shares	Sole	2025-01-16
2024-09-30	$1,171,605	16,304	-2.4%	Shares	Sole	2024-10-04
2024-06-30	$1,063,591	16,710	-4.3%	Shares	Sole	2024-07-19
2024-03-31	$1,067,958	17,456	-11.9%	Shares	Sole	2024-04-12
2023-12-31	$1,167,226	19,807	+2.3%	Shares	Sole	2024-01-26
2023-09-30	$1,084,220	19,368	+2.7%	Shares	Sole	2023-10-13
2023-06-30	$1,135,568	18,857	+10.3%	Shares	Sole	2023-07-14
2023-03-31	$1,060,464	17,096	+1.5%	Shares	Sole	2023-04-21
2022-12-31	$1,071,828	16,850	+24.9%	Shares	Sole	2023-01-24
2022-09-30	$755,597	13,488	+13.3%	Shares	Sole	2022-11-01
2022-06-30	$748,754	11,902	-1.1%	Shares	Sole	2022-07-18
2022-03-31	$745,922	12,031	+0.7%	Shares	Sole	2022-04-20
2021-12-31	$707,618	11,951	-8.2%	Shares	Sole	2022-01-10
2021-09-30	$683,369	13,024	+7.9%	Shares	Sole	2021-10-12
2021-06-30	$653,378	12,075	-19.3%	Shares	Sole	2021-07-27
2021-03-31	$788,278	14,955	-1.4%	Shares	Sole	2021-04-16
2020-12-31	$831,374	15,160	+8.7%	Shares	Sole	2021-02-04
2020-09-30	$688,365	13,943	+14.2%	Shares	Sole	2020-10-23
2020-06-30	$545,721	12,214	+15.8%	Shares	Sole	2020-07-16
2020-03-31	$466,527	10,543	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.