Capital Advisors, Ltd. LLC

Position in KO — Coca Cola Co

CIK 1597878 SHAKER HEIGHTS, OH

Position in KO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$352,955

+$22,214 QoQ

Shares Held

4,343

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,791

of 3,618 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $934,193 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	3,857	$522,237
2	KO	Coca Cola Co This page	4,343	$352,955
3	MNST	Monster Beverage Corp	666	$32,007
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	189	$18,913
5	CELH	Celsius Holdings, Inc.	276	$8,081

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,955	4,343	-0.1%	Shares	Sole	2026-07-16
2026-03-31	$330,741	4,349	+2.6%	Shares	Sole	2026-04-16
2025-12-31	$296,278	4,238	+5.3%	Shares	Sole	2026-01-21
2025-09-30	$266,871	4,024	-1.3%	Shares	Sole	2025-10-16
2025-06-30	$288,306	4,075	-3.3%	Shares	Sole	2025-07-24
2025-03-31	$301,806	4,214	+11.7%	Shares	Sole	2025-04-15
2024-12-31	$234,782	3,771	+2.1%	Shares	Sole	2025-02-04
2024-09-30	$265,307	3,692	+1.7%	Shares	Sole	2024-10-24
2024-06-30	$231,113	3,631	+4.4%	Shares	Sole	2024-07-25
2024-03-31	$212,784	3,478	+2.5%	Shares	Sole	2024-04-18
2023-12-31	$199,949	3,393	+17.1%	Shares	Sole	2024-02-02
2023-09-30	$162,230	2,898	-7.2%	Shares	Sole	2023-10-27
2023-06-30	$188,067	3,123	+163.1%	Shares	Sole	2023-07-26
2023-03-31	$73,629	1,187	-61.0%	Shares	Sole	2023-05-03
2022-12-31	$84	3,041	-25.9%	Shares	Sole	2023-02-07
2022-09-30	$230,018	4,106	-3.9%	Shares	Sole	2022-11-09
2022-06-30	$268,688	4,271	-10.0%	Shares	Sole	2022-08-05
2022-03-31	$294,128	4,744	+21.7%	Shares	Sole	2022-05-09
2021-12-31	$230,859	3,899	+10.9%	Shares	Sole	2022-02-08
2021-09-30	$184,484	3,516	0.0%	Shares	Sole	2021-11-12
2021-06-30	$190,250	3,516	+436.0%	Shares	Sole	2021-08-10
2021-03-31	$34,577	656	0.0%	Shares	Sole	2021-05-13
2020-12-31	$35,975	656	+0.3%	Shares	Sole	2021-02-10
2020-09-30	$32,287	654	+0.3%	Shares	Sole	2020-11-03
2020-06-30	$29,131	652	+0.3%	Shares	Sole	2020-08-06
2020-03-31	$28,762	650	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.