CARY STREET PARTNERS FINANCIAL LLC

Position in KO — Coca Cola Co

CIK 1475045 RICHMOND, VA

Position in KO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,150,622

+$818,375 QoQ

Shares Held

124,900

+1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#650

of 3,621 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Consumer Defensive · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $20,406,971 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	124,900	$10,150,622
2	PEP	Pepsico Inc	71,740	$9,713,595
3	MNST	Monster Beverage Corp	6,900	$331,614
4	COKE	Coca-Cola Consolidated, Inc.	1,097	$209,439
5	KDP	Keurig Dr Pepper Inc.	52	$1,701

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,150,622	124,900	+1.8%	Shares	Defined	2026-07-17
2026-03-31	$9,332,247	122,712	+0.6%	Shares	Defined	2026-04-29
2025-12-31	$8,525,943	121,956	-0.6%	Shares	Defined	2026-02-09
2025-09-30	$8,136,601	122,687	+8.5%	Shares	Defined	2025-11-10
2025-06-30	$8,000,338	113,079	-2.2%	Shares	Defined	2025-08-13
2025-03-31	$8,285,001	115,680	-2.2%	Shares	Defined	2025-05-09
2024-12-31	$7,365,544	118,303	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.