Focus Partners Wealth

Position in KO — Coca Cola Co

CIK 1542153 ST LOUIS, MO

Position in KO

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

Position Value

$112,542,289

+$6,193,057 QoQ

Shares Held

1,384,795

-1.0% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#180

of 3,631 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Consumer Defensive · as of Jun 30, 2026

Focus Partners Wealth holds $414,220,321 across 8 Beverages - Non-Alcoholic names. KO ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	1,915,908	$259,413,943
2	KO	Coca Cola Co This page	1,384,795	$112,542,289
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	159,540	$15,965,167
4	MNST	Monster Beverage Corp	242,928	$11,675,119
5	COKE	Coca-Cola Consolidated, Inc.	58,694	$11,205,858
6	KDP	Keurig Dr Pepper Inc.	76,009	$2,487,774
7	KOF	Coca Cola Femsa Sab De CV	6,424	$682,550
8	ZVIA	Zevia PBC	151,915	$247,621

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,542,289	1,384,795	-1.0%	Shares	Sole	2026-08-12
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	+9.0%	Shares	Sole	2025-05-20
2024-12-31	$63,658,670	1,022,465	+51.5%	Shares	Sole	2025-05-20
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.