EP Wealth Advisors, LLC

Position in KO — Coca Cola Co

CIK 1540569 TORRANCE, CA

Position in KO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,725,229

+$2,415,569 QoQ

Shares Held

144,275

+17.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#592

of 3,621 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $69,300,221 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	371,842	$50,347,406
2	KO	Coca Cola Co This page	144,275	$11,725,229
3	MNST	Monster Beverage Corp	125,864	$6,049,023
4	COKE	Coca-Cola Consolidated, Inc.	4,945	$944,099
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,343	$234,464

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,725,229	144,275	+17.9%	Shares	Sole	2026-08-12
2026-03-31	$9,309,660	122,415	+3.3%	Shares	Sole	2026-05-14
2025-12-31	$8,288,459	118,559	+0.3%	Shares	Sole	2026-02-18
2025-06-30	$8,360,032	118,163	+7.1%	Shares	Sole	2025-08-14
2025-03-31	$7,901,404	110,324	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$6,946,285	111,569	-7.6%	Shares	Sole	2025-02-14
2024-09-30	$8,673,645	120,702	+22.9%	Shares	Sole	2024-11-15
2024-06-30	$6,249,602	98,187	+2.1%	Shares	Sole	2024-08-19
2024-03-31	$5,882,762	96,155	+3.9%	Shares	Sole	2024-05-14
2023-12-31	$5,453,323	92,539	+3.6%	Shares	Sole	2024-02-28
2023-09-30	$4,998,342	89,288	+2940.1%	Shares	Sole	2023-11-24
2023-06-30	$176,866	2,937	-94.7%	Shares	Sole	2023-08-14
2023-03-31	$48,920	54,954	-21.4%	Shares	Sole	2023-06-05
2022-12-31	$4,444,812	69,876	+6.9%	Shares	Sole	2023-06-12
2022-09-30	$3,662,923	65,386	+12.3%	Shares	Sole	2022-12-02
2022-06-30	$3,663,878	58,240	+8.2%	Shares	Sole	2022-08-11
2022-03-31	$3,338,204	53,842	-2.5%	Shares	Sole	2022-05-20
2021-12-31	$3,269,516	55,219	-3.6%	Shares	Sole	2022-02-17
2021-09-30	$3,005,324	57,277	-5.7%	Shares	Sole	2021-11-23
2021-06-30	$3,285,992	60,728	-1.2%	Shares	Sole	2021-08-24
2021-03-31	$3,239,240	61,454	-5.7%	Shares	Sole	2021-05-17
2020-12-31	$3,572,332	65,141	+2.5%	Shares	Sole	2021-02-18
2020-09-30	$3,137,957	63,560	-5.9%	Shares	Sole	2020-11-17
2020-06-30	$3,016,436	67,512	-23.6%	Shares	Sole	2020-08-14
2020-03-31	$3,912,540	88,419	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.