Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in KO — Coca Cola Co

CIK 1510434 Seattle, WA

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,472,152

+$996,306 QoQ

Shares Held

67,333

+14.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#889

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $9,880,440 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	67,333	$5,472,152
2	PEP	Pepsico Inc	21,853	$2,958,896
3	MNST	Monster Beverage Corp	30,158	$1,449,392

All Filings in KO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,472,152	67,333	+14.4%	Shares	Other	2026-07-15
2026-03-31	$4,475,846	58,854	+12.9%	Shares	Sole	2026-05-04
2025-12-31	$3,644,407	52,130	-3.0%	Shares	Sole	2026-01-16
2025-09-30	$3,564,500	53,747	+0.1%	Shares	Other	2025-11-10
2025-06-30	$3,798,071	53,683	+7.3%	Shares	Other	2025-07-21
2025-03-31	$3,584,795	50,053	+28.1%	Shares	Other	2025-05-08
2024-12-31	$2,433,493	39,086	+6.5%	Shares	Other	2025-01-22
2024-09-30	$2,636,687	36,692	+6.9%	Shares	Sole	2024-11-01
2024-06-30	$2,185,104	34,330	+20.3%	Shares	Sole	2024-08-09
2024-03-31	$1,745,954	28,538	+13.6%	Shares	Sole	2024-05-07
2023-12-31	$1,480,616	25,125	+1.5%	Shares	Sole	2024-02-06
2023-09-30	$1,386,344	24,765	+6.2%	Shares	Sole	2023-11-03
2023-06-30	$1,404,330	23,320	+13.0%	Shares	Sole	2023-08-11
2023-03-31	$1,280,547	20,644	-9.6%	Shares	Sole	2023-05-09
2022-12-31	$1,452,788	22,839	+4.5%	Shares	Sole	2023-02-08
2022-09-30	$1,224,149	21,852	+4.1%	Shares	Sole	2022-11-03
2022-06-30	$1,321,172	21,001	+32.6%	Shares	Sole	2022-08-02
2022-03-31	$981,770	15,835	-6.3%	Shares	Sole	2022-05-13
2021-12-31	$1,000,826	16,903	+23.7%	Shares	Sole	2022-02-14
2021-09-30	$717,212	13,669	-16.3%	Shares	Sole	2021-11-02
2021-06-30	$883,453	16,327	+81.6%	Shares	Sole	2021-08-12
2021-03-31	$473,915	8,991	-18.5%	Shares	Sole	2021-05-17
2020-12-31	$604,994	11,032	+9.2%	Shares	Sole	2021-02-12
2020-09-30	$498,982	10,107	-18.8%	Shares	Sole	2020-11-12
2020-06-30	$555,953	12,443	-5.5%	Shares	Sole	2020-08-12
2020-03-31	$582,507	13,164	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.