HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in KO — Coca Cola Co

CIK 1484205 LONG BEACH, CA

Position in KO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$127,187

+$11,439 QoQ

Shares Held

1,565

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#3,378

of 3,612 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $130,864 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	1,565	$127,187
2	PEP	Pepsico Inc	13	$1,760
3	MNST	Monster Beverage Corp	36	$1,730
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	1	$100
5	CELH	Celsius Holdings, Inc.	3	$87

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,187	1,565	+2.8%	Shares	Sole	2026-07-21
2026-03-31	$115,748	1,522	0.0%	Shares	Sole	2026-04-17
2025-12-31	$106,403	1,522	-20.8%	Shares	Sole	2026-01-23
2025-09-30	$127,467	1,922	+1207.5%	Shares	Sole	2025-10-16
2025-06-30	$10,400	147	-47.5%	Shares	Sole	2025-07-17
2025-03-31	$20,053	280	+90.5%	Shares	Sole	2025-04-18
2024-12-31	$9,152	147	-97.4%	Shares	Sole	2025-07-17
2023-03-31	$355,493	5,731	+9.1%	Shares	Sole	2023-04-25
2022-12-31	$334,079	5,252	-11.1%	Shares	Other	2023-01-25
2022-09-30	$330,909	5,907	+7.3%	Shares	Other	2022-10-24
2022-06-30	$346,445	5,507	+6.1%	Shares	Other	2022-08-05
2022-03-31	$321,718	5,189	+0.1%	Shares	Other	2022-05-13
2021-12-31	$306,944	5,184	-7.2%	Shares	Other	2022-02-14
2021-09-30	$293,044	5,585	-0.6%	Shares	Other	2021-10-29
2021-06-30	$303,989	5,618	+0.7%	Shares	Other	2021-07-29
2021-03-31	$294,174	5,581	+8.6%	Shares	Other	2021-05-06
2020-12-31	$281,712	5,137	+1.5%	Shares	Sole	2021-02-04
2020-09-30	$249,811	5,060	-9.5%	Shares	Sole	2020-11-10
2020-06-30	$249,939	5,594	-11.9%	Shares	Other	2020-08-10
2020-03-31	$280,899	6,348	—	Shares	Other	2020-05-01
No filing history on record for this holder in this stock.