Colonial Trust Advisors

Position in KO — Coca Cola Co

CIK 1567993 SPARTANBURG, SC

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,977,817

+$1,318,629 QoQ

Shares Held

184,297

+2.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#517

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Colonial Trust Advisors holds $24,224,944 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	184,297	$14,977,817
2	PEP	Pepsico Inc	67,514	$9,141,395
3	MNST	Monster Beverage Corp	2,200	$105,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,977,817	184,297	+2.6%	Shares	Sole	2026-08-11
2026-03-31	$13,659,188	179,608	-2.7%	Shares	Sole	2026-05-12
2025-12-31	$12,903,638	184,575	-2.7%	Shares	Sole	2026-02-12
2025-09-30	$12,584,684	189,757	-3.4%	Shares	Sole	2025-11-10
2025-06-30	$13,894,026	196,382	+4.5%	Shares	Sole	2025-08-13
2025-03-31	$13,463,127	187,980	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$11,579,239	185,982	-2.2%	Shares	Sole	2025-02-13
2024-09-30	$13,663,244	190,137	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$12,199,859	191,671	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$11,673,388	190,804	-0.9%	Shares	Sole	2024-05-14
2023-12-31	$11,344,673	192,511	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$10,744,521	191,935	+1.3%	Shares	Sole	2023-11-13
2023-06-30	$11,406,571	189,415	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$11,877,256	191,476	-0.2%	Shares	Sole	2023-05-11
2022-12-31	$12,201,542	191,818	+2.2%	Shares	Sole	2023-02-14
2022-09-30	$10,514,001	187,683	+7.4%	Shares	Sole	2022-11-14
2022-06-30	$10,996,542	174,798	+2.7%	Shares	Sole	2022-08-12
2022-03-31	$10,550,478	170,169	+2.4%	Shares	Sole	2022-05-09
2021-12-31	$9,840,465	166,196	+5.9%	Shares	Sole	2022-02-14
2021-09-30	$8,230,811	156,867	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$8,495,324	157,001	-1.7%	Shares	Sole	2021-08-05
2021-03-31	$8,417,470	159,694	-0.9%	Shares	Sole	2021-05-10
2020-12-31	$8,838,507	161,169	+1.6%	Shares	Sole	2021-01-29
2020-09-30	$7,833,883	158,677	+2.5%	Shares	Sole	2020-10-26
2020-06-30	$6,915,391	154,776	+4.0%	Shares	Sole	2020-08-10
2020-03-31	$6,586,302	148,843	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.