Perigon Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1575239 SAN FRANCISCO, CA

Position in KO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,196,405

+$1,507,712 QoQ

Shares Held

137,768

+8.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#615

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $22,498,296 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (49.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	137,768	$11,196,405
2	PEP	Pepsico Inc	44,714	$6,054,275
3	MNST	Monster Beverage Corp	88,686	$4,262,249
4	KDP	Keurig Dr Pepper Inc.	21,922	$717,507
5	COKE	Coca-Cola Consolidated, Inc.	1,403	$267,860

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,196,405	137,768	+8.1%	Shares	Sole	2026-08-07
2026-03-31	$9,688,693	127,399	-8.4%	Shares	Sole	2026-04-10
2025-12-31	$9,727,277	139,140	+0.6%	Shares	Sole	2026-01-16
2025-09-30	$9,169,071	138,255	+6.2%	Shares	Sole	2025-10-17
2025-06-30	$9,209,103	130,164	+3.6%	Shares	Sole	2025-07-16
2025-03-31	$9,002,275	125,695	+5.1%	Shares	Sole	2025-04-23
2024-12-31	$7,448,039	119,628	-0.0%	Shares	Sole	2025-01-22
2024-09-30	$8,600,635	119,686	-1.1%	Shares	Sole	2024-10-16
2024-06-30	$7,705,023	121,053	+5.7%	Shares	Sole	2024-08-02
2024-03-31	$7,008,536	114,556	-13.8%	Shares	Sole	2024-04-29
2023-12-31	$7,829,616	132,863	+0.4%	Shares	Sole	2024-01-29
2023-09-30	$7,408,505	132,342	-2.9%	Shares	Sole	2023-10-30
2023-06-30	$8,209,792	136,330	+89.0%	Shares	Sole	2023-08-02
2023-03-31	$4,474,782	72,139	+2.0%	Shares	Sole	2023-05-03
2022-12-31	$4,497,672	70,707	+50.6%	Shares	Sole	2023-05-01
2022-09-30	$2,630,587	46,958	+5.8%	Shares	Sole	2022-12-13
2022-06-30	$2,793,392	44,403	+2.8%	Shares	Sole	2022-08-11
2022-03-31	$2,677,098	43,179	+3.3%	Shares	Sole	2022-05-16
2021-12-31	$2,475,333	41,806	-4.9%	Shares	Sole	2022-02-11
2021-09-30	$2,307,473	43,977	+18.6%	Shares	Sole	2021-11-01
2021-06-30	$2,006,994	37,091	-1.1%	Shares	Sole	2021-07-19
2021-03-31	$1,977,626	37,519	+4.6%	Shares	Sole	2021-05-17
2020-12-31	$1,966,397	35,857	+21.2%	Shares	Sole	2021-01-28
2020-09-30	$1,460,019	29,573	+20.9%	Shares	Sole	2020-11-03
2020-06-30	$1,093,051	24,464	-18.8%	Shares	Sole	2020-07-29
2020-03-31	$1,332,987	30,124	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.