OAKWORTH CAPITAL, INC.

Position in KO — Coca Cola Co

CIK 1588871 BIRMINGHAM, AL

Position in KO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,787,913

+$262,616 QoQ

Shares Held

46,609

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,051

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 13% None 0%

Consumer Defensive · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $5,027,485 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	46,609	$3,787,913
2	PEP	Pepsico Inc	8,611	$1,165,928
3	MNST	Monster Beverage Corp	1,200	$57,672
4	KDP	Keurig Dr Pepper Inc.	488	$15,972

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,787,913	46,609	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$3,525,297	46,355	-3.7%	Shares	Sole	2026-04-24
2025-12-31	$3,366,725	48,158	+2.6%	Shares	Sole	2026-01-30
2025-09-30	$3,114,320	46,959	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$3,299,991	46,643	-41.0%	Shares	Sole	2025-07-17
2025-03-31	$5,661,489	79,049	-1.4%	Shares	Sole	2025-04-24
2024-12-31	$4,993,999	80,212	-2.3%	Shares	Sole	2025-01-27
2024-09-30	$5,899,058	82,091	+1.3%	Shares	Sole	2024-10-21
2024-06-30	$5,158,068	81,038	+6.5%	Shares	Sole	2024-07-19
2024-03-31	$4,653,900	76,069	-4.9%	Shares	Sole	2024-04-22
2023-12-31	$4,715,813	80,024	+18.2%	Shares	Sole	2024-01-31
2023-09-30	$3,790,181	67,706	-0.7%	Shares	Sole	2023-10-31
2023-06-30	$4,107,304	68,205	-4.7%	Shares	Sole	2023-07-28
2023-03-31	$4,439,983	71,578	-0.4%	Shares	Sole	2023-05-02
2022-12-31	$4,571,332	71,865	-1.5%	Shares	Sole	2023-02-03
2022-09-30	$4,087,666	72,968	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$4,583,936	72,865	-1.2%	Shares	Sole	2022-08-05
2022-03-31	$4,573,430	73,765	-3.8%	Shares	Sole	2022-04-11
2021-12-31	$4,539,333	76,665	+20.6%	Shares	Sole	2022-02-07
2021-09-30	$3,336,828	63,595	+7.2%	Shares	Sole	2021-11-10
2021-06-30	$3,210,075	59,325	-11.1%	Shares	Sole	2021-07-20
2021-03-31	$3,517,654	66,736	-3.7%	Shares	Sole	2021-04-30
2020-12-31	$3,799,534	69,284	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$3,414,872	69,169	+0.7%	Shares	Sole	2020-11-09
2020-06-30	$3,069,068	68,690	+4.7%	Shares	Sole	2020-08-11
2020-03-31	$2,901,826	65,578	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.