TD Capital Management LLC

Position in KO — Coca Cola Co

CIK 1483824 MEMPHIS, TN

Position in KO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,976,405

+$22,377 QoQ

Shares Held

24,319

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,424

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

TD Capital Management LLC holds $2,212,350 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (89.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	24,319	$1,976,405
2	PEP	Pepsico Inc	1,493	$202,152
3	MNST	Monster Beverage Corp	634	$30,470
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	17	$1,701
5	FIZZ	National Beverage Corp	52	$1,622

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,976,405	24,319	-5.4%	Shares	Sole	2026-08-06
2026-03-31	$1,954,028	25,694	-0.4%	Shares	Sole	2026-05-11
2025-12-31	$1,802,629	25,785	+0.7%	Shares	Sole	2026-02-26
2025-09-30	$1,698,720	25,614	+0.0%	Shares	Sole	2025-11-24
2025-06-30	$1,811,553	25,605	+0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,833,113	25,595	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,593,544	25,595	+0.1%	Shares	Sole	2025-02-05
2024-09-30	$1,837,891	25,576	+5.4%	Shares	Sole	2024-11-08
2024-06-30	$1,544,085	24,259	+5689.7%	Shares	Sole	2024-08-05
2024-03-31	$25,634	419	+4.0%	Shares	Sole	2024-05-13
2023-12-31	$23,748	403	-94.0%	Shares	Sole	2024-02-12
2023-09-30	$378,704	6,765	-1.5%	Shares	Sole	2023-11-09
2023-06-30	$413,590	6,868	+0.7%	Shares	Sole	2023-08-16
2023-03-31	$423,106	6,821	0.0%	Shares	Sole	2023-05-02
2022-12-31	$433,883	6,821	+3.7%	Shares	Sole	2023-02-15
2022-09-30	$368,611	6,580	-0.2%	Shares	Sole	2022-11-09
2022-06-30	$414,639	6,591	+2.9%	Shares	Sole	2022-08-11
2022-03-31	$396,986	6,403	+1055.8%	Shares	Sole	2022-05-18
2021-12-31	$32,802	554	0.0%	Shares	Sole	2022-02-14
2021-09-30	$29,068	554	0.0%	Shares	Sole	2021-11-09
2021-06-30	$29,976	554	0.0%	Shares	Sole	2021-08-02
2021-03-31	$29,201	554	+0.5%	Shares	Sole	2021-05-10
2020-12-31	$30,216	551	+0.4%	Shares	Sole	2021-02-12
2020-09-30	$27,104	549	+2.0%	Shares	Sole	2020-11-13
2020-06-30	$24,037	538	+33.5%	Shares	Sole	2020-08-13
2020-03-31	$17,832	403	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.