Focus Partners Wealth

Position in KO — Coca Cola Co

CIK 1542153 ST LOUIS, MO

Position in KO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$106,349,232

+$9,291,502 QoQ

Shares Held

1,398,412

+0.7% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 38.44797451692209.ToString("F0")% Shared 0.3642252669116926.ToString("F0")% None 61.18780021616621.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Focus Partners Wealth holds $577,213,572 across 8 Beverages - Non-Alcoholic names. KO ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	2,773,442	$430,687,808
2	KO	Coca Cola Co This page	1,398,412	$106,349,232
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	159,041	$14,420,247
4	COKE	Coca-Cola Consolidated, Inc.	67,131	$12,871,697
5	MNST	Monster Beverage Corp	107,723	$7,805,608
6	KDP	Keurig Dr Pepper Inc.	168,077	$4,425,467
7	KOF	Coca Cola Femsa Sab De CV	4,957	$483,555
8	ZVIA	Zevia PBC	145,264	$169,958

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$106,349,232	1,398,412	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$97,057,730	1,388,324	+18.5%	Shares	Sole	2026-02-13
2025-09-30	$77,693,946	1,171,501	+9.2%	Shares	Sole	2025-11-14
2025-06-30	$75,872,300	1,072,400	-3.8%	Shares	Sole	2025-08-14
2025-03-31	$79,853,721	1,114,964	+0.6%	Shares	Sole	2025-05-20
2024-12-31	$68,985,636	1,108,025	+64.2%	Shares	Sole	2025-05-29
2024-09-30	$48,505,140	674,995	-54.0%	Shares	Sole	2024-11-14
2024-06-30	$93,393,390	1,467,296	+183.7%	Shares	Sole	2024-08-15
2024-03-31	$31,637,034	517,114	+435.1%	Shares	Sole	2024-05-16
2023-12-31	$5,695,054	96,641	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.