Columbia Asset Management

Position in KO — Coca Cola Co

CIK 1585047 Ann Arbor, MI

Position in KO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,763,018

+$271,676 QoQ

Shares Held

70,912

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#866

of 3,621 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Columbia Asset Management holds $10,343,484 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (55.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	70,912	$5,763,018
2	PEP	Pepsico Inc	31,774	$4,302,199
3	MNST	Monster Beverage Corp	5,790	$278,267

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,763,018	70,912	-1.8%	Shares	Sole	2026-07-21
2026-03-31	$5,491,342	72,207	-1.6%	Shares	Sole	2026-04-21
2025-12-31	$5,128,737	73,362	-0.5%	Shares	Sole	2026-01-28
2025-09-30	$4,887,386	73,694	-2.4%	Shares	Sole	2025-11-04
2025-06-30	$5,340,139	75,479	-0.2%	Shares	Sole	2025-07-18
2025-03-31	$5,415,116	75,609	-2.4%	Shares	Sole	2025-04-10
2024-12-31	$4,820,729	77,429	-7.2%	Shares	Sole	2025-02-12
2024-09-30	$5,998,872	83,480	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$5,329,096	83,725	+2.4%	Shares	Sole	2024-08-05
2024-03-31	$5,001,342	81,748	0.0%	Shares	Sole	2024-05-08
2023-12-31	$4,817,409	81,748	-2.3%	Shares	Sole	2024-02-09
2023-09-30	$4,684,238	83,677	-1.7%	Shares	Sole	2023-11-13
2023-06-30	$5,126,588	85,131	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$5,274,472	85,031	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$5,428,986	85,348	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$4,761,643	84,999	+1.7%	Shares	Sole	2022-11-03
2022-06-30	$5,260,345	83,617	+0.5%	Shares	Sole	2022-08-26
2021-12-31	$4,924,791	83,175	-6.2%	Shares	Sole	2022-02-14
2021-09-30	$4,651,045	88,642	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$4,810,162	88,896	-24.2%	Shares	Sole	2021-08-02
2021-03-31	$6,182,197	117,287	+0.8%	Shares	Sole	2021-05-28
2020-12-31	$6,379,537	116,330	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$5,726,623	115,994	-2.1%	Shares	Sole	2020-11-16
2020-06-30	$5,295,339	118,517	+2.2%	Shares	Sole	2020-08-14
2020-03-31	$5,130,079	115,934	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.