Brookstone Capital Management

Position in KO — Coca Cola Co

CIK 1599584 WHEATON, IL

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,473,833

+$909,882 QoQ

Shares Held

91,963

+6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#761

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

Brookstone Capital Management holds $26,832,161 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	130,977	$17,734,285
2	KO	Coca Cola Co This page	91,963	$7,473,833
3	MNST	Monster Beverage Corp	33,792	$1,624,043

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,473,833	91,963	+6.5%	Shares	Sole	2026-07-15
2026-03-31	$6,563,951	86,311	-0.3%	Shares	Sole	2026-04-16
2025-12-31	$6,053,436	86,589	+1.2%	Shares	Sole	2026-01-15
2025-09-30	$5,673,278	85,544	-44.5%	Shares	Sole	2025-10-15
2025-06-30	$10,895,358	153,998	+11.9%	Shares	Sole	2025-07-30
2025-03-31	$9,855,484	137,608	+23.9%	Shares	Sole	2025-04-29
2024-12-31	$6,914,782	111,063	+36.3%	Shares	Sole	2025-01-13
2024-09-30	$5,853,571	81,458	+2.8%	Shares	Sole	2024-10-08
2024-06-30	$5,043,753	79,242	+0.6%	Shares	Sole	2024-07-18
2024-03-31	$4,820,922	78,799	+67.4%	Shares	Sole	2024-04-15
2023-12-31	$2,773,186	47,059	+4.9%	Shares	Sole	2024-01-11
2023-09-30	$2,510,143	44,840	-4.4%	Shares	Sole	2023-10-20
2023-06-30	$2,823,354	46,884	+1.9%	Shares	Sole	2023-07-11
2023-03-31	$2,853,069	45,995	-12.0%	Shares	Sole	2023-04-19
2022-12-31	$3,323,813	52,253	-7.9%	Shares	Sole	2023-01-09
2022-09-30	$3,178,686	56,742	-23.4%	Shares	Sole	2022-10-14
2022-06-30	$4,659,114	74,060	-48.7%	Shares	Sole	2022-07-11
2022-03-31	$8,953,544	144,412	+29.8%	Shares	Sole	2022-04-12
2021-12-31	$6,588,829	111,279	+1.5%	Shares	Sole	2022-01-11
2021-09-30	$5,753,283	109,649	+18.3%	Shares	Sole	2021-11-03
2021-06-30	$5,013,453	92,653	+28.8%	Shares	Sole	2021-07-14
2021-03-31	$3,790,323	71,909	+2.5%	Shares	Sole	2021-04-16
2020-12-31	$3,847,519	70,159	+4.5%	Shares	Sole	2021-01-13
2020-09-30	$3,314,109	67,128	+19.8%	Shares	Sole	2020-10-13
2020-06-30	$2,503,554	56,033	-6.4%	Shares	Sole	2020-07-21
2020-03-31	$2,648,982	59,864	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.