Heritage Wealth Advisors

Position in KO — Coca Cola Co

CIK 1591122 RICHMOND, VA

Position in KO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,414,829

+$88,365 QoQ

Shares Held

17,409

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,652

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $3,240,532 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	13,449	$1,820,994
2	KO	Coca Cola Co This page	17,409	$1,414,829
3	MNST	Monster Beverage Corp	98	$4,709

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,414,829	17,409	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$1,326,464	17,442	+7.2%	Shares	Sole	2026-05-14
2025-12-31	$1,137,994	16,278	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,079,358	16,275	-2.4%	Shares	Sole	2025-11-13
2025-06-30	$1,179,827	16,676	+0.8%	Shares	Sole	2025-08-11
2025-03-31	$1,184,308	16,536	-0.5%	Shares	Sole	2025-05-08
2024-12-31	$1,034,761	16,620	+0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,193,810	16,613	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$1,055,380	16,581	-10.6%	Shares	Sole	2024-12-12
2024-03-31	$1,134,521	18,544	+0.9%	Shares	Sole	2024-12-12
2023-12-31	$1,082,544	18,370	-1.1%	Shares	Sole	2024-12-12
2023-09-30	$1,039,548	18,570	-4.4%	Shares	Sole	2024-12-12
2023-06-30	$1,169,351	19,418	-1.0%	Shares	Sole	2024-12-12
2023-03-31	$1,216,904	19,618	-13.1%	Shares	Sole	2023-05-04
2022-12-31	$1,436,568	22,584	-4.7%	Shares	Sole	2024-12-12
2022-09-30	$1,327,730	23,701	0.0%	Shares	Sole	2024-12-12
2022-06-30	$1,491,029	23,701	+9.4%	Shares	Sole	2022-08-04
2022-03-31	$1,343,292	21,666	-1.0%	Shares	Sole	2022-05-11
2021-12-31	$1,295,633	21,882	+1.9%	Shares	Sole	2022-03-28
2021-09-30	$1,127,265	21,484	-2.1%	Shares	Sole	2021-11-02
2021-06-30	$1,187,335	21,943	+2.3%	Shares	Sole	2021-08-09
2021-03-31	$1,130,102	21,440	-1.7%	Shares	Sole	2021-04-27
2020-12-31	$1,195,676	21,803	+5.4%	Shares	Sole	2021-02-01
2020-09-30	$1,021,267	20,686	-5.8%	Shares	Sole	2020-11-03
2020-06-30	$981,396	21,965	-2.4%	Shares	Sole	2020-07-17
2020-03-31	$995,669	22,501	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.