LVW Advisors, LLC

Position in KO — Coca Cola Co

CIK 1576053 PITTSFORD, NY

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,966,977

+$206,876 QoQ

Shares Held

24,203

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,428

of 3,621 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

LVW Advisors, LLC holds $4,122,952 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	24,203	$1,966,977
2	PEP	Pepsico Inc	13,799	$1,868,384
3	MNST	Monster Beverage Corp	5,984	$287,591

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,966,977	24,203	+4.6%	Shares	Sole	2026-07-15
2026-03-31	$1,760,101	23,144	-11.9%	Shares	Sole	2026-04-20
2025-12-31	$1,837,025	26,277	-11.9%	Shares	Sole	2026-01-14
2025-09-30	$1,977,463	29,817	-14.8%	Shares	Sole	2025-10-20
2025-06-30	$2,476,533	35,004	+11.7%	Shares	Sole	2025-07-17
2025-03-31	$2,243,496	31,325	+6.9%	Shares	Sole	2025-04-09
2024-12-31	$1,824,218	29,300	-4.8%	Shares	Sole	2025-01-16
2024-09-30	$2,210,701	30,764	+13.6%	Shares	Sole	2024-10-09
2024-06-30	$1,723,642	27,080	+9.9%	Shares	Sole	2024-07-15
2024-03-31	$1,507,169	24,635	+35.1%	Shares	Sole	2024-04-18
2023-12-31	$1,074,706	18,237	+309.8%	Shares	Sole	2024-01-16
2023-09-30	$249,111	4,450	-35.7%	Shares	Sole	2023-10-11
2021-06-30	$374,224	6,916	+4.3%	Shares	Sole	2021-07-15
2021-03-31	$349,625	6,633	+4.3%	Shares	Sole	2021-04-19
2020-12-31	$348,837	6,361	+18.6%	Shares	Sole	2021-02-04
2020-09-30	$264,771	5,363	+13.4%	Shares	Sole	2020-10-29
2020-06-30	$211,291	4,729	+1.3%	Shares	Sole	2020-08-11
2020-03-31	$206,647	4,670	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.