Dynamic Advisor Solutions LLC

Position in KO — Coca Cola Co

CIK 1599747 PHOENIX, AZ

Position in KO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$6,311,509

+$618,178 QoQ

Shares Held

77,661

+3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#827

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

Dynamic Advisor Solutions LLC holds $18,043,299 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	60,561	$8,199,959
2	KO	Coca Cola Co This page	77,661	$6,311,509
3	MNST	Monster Beverage Corp	45,860	$2,204,031
4	PRMB	Primo Brands Corp	54,329	$1,327,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,311,509	77,661	+3.7%	Shares	Sole	2026-07-07
2026-03-31	$5,693,331	74,863	+0.8%	Shares	Sole	2026-04-08
2025-12-31	$5,192,565	74,275	-1.5%	Shares	Sole	2026-01-09
2025-09-30	$5,002,650	75,432	+0.8%	Shares	Sole	2025-10-09
2025-06-30	$5,296,981	74,869	+3.3%	Shares	Sole	2025-07-09
2025-03-31	$5,191,518	72,487	-0.8%	Shares	Sole	2025-04-17
2024-12-31	$4,551,392	73,103	-4.4%	Shares	Sole	2025-01-21
2024-09-30	$5,493,553	76,448	-4.2%	Shares	Sole	2024-10-07
2024-06-30	$5,080,415	79,818	-3.0%	Shares	Sole	2024-07-15
2024-03-31	$5,036,521	82,323	+9.1%	Shares	Sole	2024-04-12
2023-12-31	$4,445,855	75,443	+10.3%	Shares	Sole	2024-01-10
2023-09-30	$3,827,576	68,374	-5.9%	Shares	Sole	2023-10-11
2023-06-30	$4,373,959	72,633	-0.7%	Shares	Sole	2023-08-03
2023-03-31	$4,536,874	73,140	+10.0%	Shares	Sole	2023-04-11
2022-12-31	$4,228,920	66,482	+5.8%	Shares	Sole	2023-01-13
2022-09-30	$3,520,520	62,844	-0.4%	Shares	Sole	2022-10-20
2022-06-30	$3,968,488	63,082	-2.8%	Shares	Sole	2022-07-27
2022-03-31	$4,023,800	64,900	+0.4%	Shares	Sole	2022-04-11
2021-12-31	$3,825,794	64,614	-7.7%	Shares	Sole	2022-01-26
2021-09-30	$3,674,946	70,039	-0.4%	Shares	Sole	2021-10-28
2021-06-30	$3,803,121	70,285	-0.6%	Shares	Sole	2021-08-10
2021-03-31	$3,727,756	70,722	-12.3%	Shares	Sole	2021-04-27
2020-12-31	$4,424,491	80,680	+5.8%	Shares	Sole	2021-02-03
2020-09-30	$3,763,771	76,236	+2.7%	Shares	Sole	2020-10-27
2020-06-30	$3,317,311	74,246	+4.6%	Shares	Sole	2020-08-05
2020-03-31	$3,140,688	70,976	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.