JNBA Financial Advisors

Position in KO — Coca Cola Co

CIK 1569118 BLOOMINGTON, MN

Position in KO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$759,549

-$15,324 QoQ

Shares Held

9,346

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,163

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

JNBA Financial Advisors holds $1,290,134 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	9,346	$759,549
2	PEP	Pepsico Inc	3,848	$521,019
3	MNST	Monster Beverage Corp	172	$8,266
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	13	$1,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$759,549	9,346	-8.3%	Shares	Sole	2026-07-23
2026-03-31	$774,873	10,189	-6.7%	Shares	Sole	2026-04-23
2025-12-31	$763,347	10,919	-8.3%	Shares	Sole	2026-01-26
2025-09-30	$790,003	11,912	0.0%	Shares	Sole	2025-10-28
2025-06-30	$842,774	11,912	-5.9%	Shares	Sole	2025-07-24
2025-03-31	$906,852	12,662	-5.3%	Shares	Sole	2025-04-25
2024-12-31	$832,229	13,367	-0.9%	Shares	Sole	2025-01-30
2024-09-30	$969,103	13,486	-5.9%	Shares	Sole	2024-10-31
2024-06-30	$912,550	14,337	-2.8%	Shares	Sole	2024-07-22
2024-03-31	$902,527	14,752	-1.9%	Shares	Sole	2024-04-26
2023-12-31	$886,248	15,039	-2.2%	Shares	Sole	2024-02-08
2023-09-30	$860,580	15,373	-2.9%	Shares	Sole	2023-11-02
2023-06-30	$953,824	15,839	-5.0%	Shares	Sole	2023-08-03
2023-03-31	$1,034,288	16,674	-0.7%	Shares	Sole	2023-05-02
2022-12-31	$1,067,757	16,786	-2.9%	Shares	Sole	2023-02-07
2022-09-30	$968,865	17,295	-4.0%	Shares	Sole	2022-11-07
2022-06-30	$1,133,889	18,024	-3.8%	Shares	Sole	2022-07-22
2022-03-31	$1,161,384	18,732	+2.1%	Shares	Sole	2022-04-29
2021-12-31	$1,086,029	18,342	+0.4%	Shares	Sole	2022-02-03
2021-09-30	$959,046	18,278	0.0%	Shares	Sole	2021-11-10
2021-06-30	$989,022	18,278	+3.2%	Shares	Sole	2021-08-04
2021-03-31	$933,125	17,703	-1.3%	Shares	Sole	2021-05-03
2020-12-31	$983,994	17,943	+1.1%	Shares	Sole	2021-01-25
2020-09-30	$876,564	17,755	-1.5%	Shares	Sole	2020-11-05
2020-06-30	$805,044	18,018	-1.2%	Shares	Sole	2020-07-24
2020-03-31	$807,120	18,240	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.