Formidable Asset Management, LLC

Position in KO — Coca Cola Co

CIK 1592613 CINCINNATI, OH

Position in KO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$899,008

+$38,199 QoQ

Shares Held

11,062

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,024

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Formidable Asset Management, LLC holds $3,705,609 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	17,183	$2,326,578
2	KO	Coca Cola Co This page	11,062	$899,008
3	MNST	Monster Beverage Corp	9,988	$480,023

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,008	11,062	-2.3%	Shares	Sole	2026-07-17
2026-03-31	$860,809	11,319	-16.0%	Shares	Sole	2026-04-22
2025-12-31	$941,967	13,474	-3.2%	Shares	Sole	2026-01-16
2025-09-30	$923,174	13,920	-5.2%	Shares	Sole	2025-10-29
2025-06-30	$1,039,317	14,690	0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,052,097	14,690	-0.8%	Shares	Sole	2025-05-05
2024-12-31	$921,946	14,808	-0.8%	Shares	Sole	2025-02-19
2024-09-30	$1,073,085	14,933	-12.7%	Shares	Sole	2024-11-12
2024-06-30	$1,088,224	17,097	+9.0%	Shares	Sole	2024-08-08
2024-03-31	$959,363	15,681	+24.2%	Shares	Sole	2024-05-15
2023-12-31	$744,226	12,629	-2.0%	Shares	Sole	2024-02-07
2023-09-30	$721,638	12,891	-1.2%	Shares	Sole	2023-11-09
2023-06-30	$785,750	13,048	0.0%	Shares	Sole	2023-08-15
2023-03-31	$809,367	13,048	+5.1%	Shares	Sole	2023-05-09
2022-12-31	$790,036	12,420	-7.5%	Shares	Sole	2023-02-07
2022-09-30	$751,788	13,420	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$842,805	13,397	+7.5%	Shares	Sole	2022-08-18
2022-03-31	$772,892	12,466	-0.8%	Shares	Sole	2022-05-04
2021-12-31	$744,032	12,566	+3.1%	Shares	Sole	2022-02-07
2021-09-30	$639,819	12,194	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$654,406	12,094	-14.4%	Shares	Sole	2021-08-16
2021-03-31	$744,792	14,130	+6.2%	Shares	Sole	2021-05-12
2020-12-31	$729,975	13,311	-8.1%	Shares	Sole	2021-01-29
2020-09-30	$714,926	14,481	-6.0%	Shares	Sole	2020-12-14
2020-06-30	$688,116	15,401	+25.6%	Shares	Sole	2020-08-13
2020-03-31	$542,549	12,261	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.