Prospera Financial Services Inc

Position in KO — Coca Cola Co

CIK 1541625 Dallas, TX

Position in KO

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

Position Value

$7,566,318

+$663,640 QoQ

Shares Held

93,101

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#754

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Prospera Financial Services Inc holds $22,778,476 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	103,379	$13,997,516
2	KO	Coca Cola Co This page	93,101	$7,566,318
3	COKE	Coca-Cola Consolidated, Inc.	3,651	$697,048
4	MNST	Monster Beverage Corp	5,486	$263,657
5	KOF	Coca Cola Femsa Sab De CV	2,390	$253,937

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,566,318	93,101	+2.6%	Shares	Sole	2026-07-15
2026-03-31	$6,902,678	90,765	-1.8%	Shares	Sole	2026-04-14
2025-12-31	$6,464,577	92,470	-25.7%	Shares	Sole	2026-02-09
2025-09-30	$8,254,651	124,467	+5.8%	Shares	Sole	2025-11-06
2025-06-30	$8,326,567	117,690	+25.8%	Shares	Sole	2025-08-06
2025-03-31	$6,698,618	93,530	+2.4%	Shares	Sole	2025-05-15
2024-12-31	$5,689,007	91,375	+5.2%	Shares	Sole	2025-02-13
2024-09-30	$6,241,256	86,853	-3.0%	Shares	Sole	2024-11-07
2024-06-30	$5,697,820	89,518	-2.8%	Shares	Sole	2024-08-13
2024-03-31	$5,633,270	92,077	-7.3%	Shares	Sole	2024-08-13
2023-12-31	$5,854,754	99,351	-25.5%	Shares	Sole	2024-02-14
2023-09-30	$7,464,485	133,342	-8.0%	Shares	Sole	2023-11-13
2023-06-30	$8,726,359	144,908	+11.2%	Shares	Sole	2023-08-08
2023-03-31	$8,081,888	130,290	+13.1%	Shares	Sole	2023-05-12
2022-12-31	$7,328,953	115,217	-0.5%	Shares	Sole	2023-02-08
2022-09-30	$6,483,642	115,738	+109.8%	Shares	Sole	2022-10-27
2022-06-30	$3,470,052	55,159	+0.7%	Shares	Sole	2022-08-08
2022-03-31	$3,395,740	54,770	+2.7%	Shares	Sole	2022-05-04
2021-12-31	$3,159,208	53,356	+17.0%	Shares	Sole	2022-02-10
2021-09-30	$2,392,159	45,591	-3.9%	Shares	Sole	2021-11-12
2021-06-30	$2,565,896	47,420	+3.9%	Shares	Sole	2021-08-16
2021-03-31	$2,406,738	45,660	+7.4%	Shares	Sole	2021-05-06
2020-12-31	$2,330,754	42,501	+121.1%	Shares	Sole	2021-02-12
2020-09-30	$948,990	19,222	-51.4%	Shares	Sole	2020-11-04
2020-06-30	$1,767,719	39,564	+18.0%	Shares	Sole	2020-08-10
2020-03-31	$1,483,304	33,521	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.