Capital Analysts, LLC

Position in KO — Coca Cola Co

CIK 1624758 FORT WASHINGTON, PA

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,426,966

+$286,519 QoQ

Shares Held

66,777

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#891

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Capital Analysts, LLC holds $6,948,838 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (78.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	66,777	$5,426,966
2	PEP	Pepsico Inc	9,685	$1,311,348
3	KOF	Coca Cola Femsa Sab De CV	1,073	$114,006
4	MNST	Monster Beverage Corp	1,696	$81,509
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	150	$15,009

All Filings in KO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,426,966	66,777	-1.2%	Shares	Defined	2026-08-05
2026-03-31	$5,140,447	67,593	+3.7%	Shares	Defined	2026-05-14
2025-12-31	$4,557,852	65,196	+1.6%	Shares	Defined	2026-05-15
2025-09-30	$4,255,223	64,162	-2.6%	Shares	Defined	2025-11-14
2025-06-30	$4,658,816	65,849	+2.7%	Shares	Defined	2025-08-13
2025-03-31	$4,593,992	64,144	-16.9%	Shares	Defined	2025-05-14
2024-12-31	$4,803,544	77,153	+19.2%	Shares	Defined	2025-02-14
2024-09-30	$4,649,556	64,703	+30.8%	Shares	Defined	2024-11-13
2024-06-30	$3,149,274	49,478	+4.2%	Shares	Defined	2024-08-14
2024-03-31	$2,904,092	47,468	+6.8%	Shares	Defined	2024-05-14
2023-12-31	$2,618,259	44,430	-7.4%	Shares	Defined	2024-01-30
2023-09-30	$2,686,983	47,999	+1.5%	Shares	Defined	2023-11-13
2023-06-30	$2,848,887	47,308	+3.5%	Shares	Defined	2023-08-11
2023-03-31	$2,835,142	45,706	+12.0%	Shares	Defined	2023-05-05
2022-12-31	$2,596,178	40,814	+2.4%	Shares	Defined	2023-02-08
2022-09-30	$2,232,060	39,844	+4.5%	Shares	Defined	2022-11-14
2022-06-30	$2,399,135	38,136	+4.2%	Shares	Defined	2022-08-12
2022-03-31	$2,268,704	36,592	-1.7%	Shares	Defined	2022-05-12
2021-12-31	$2,204,861	37,238	+1.4%	Shares	Defined	2022-02-10
2021-09-30	$1,926,540	36,717	+0.9%	Shares	Defined	2021-11-04
2021-06-30	$1,969,927	36,406	-2.7%	Shares	Defined	2021-11-15
2021-03-31	$1,971,669	37,406	+30.8%	Shares	Defined	2021-05-17
2020-12-31	$1,567,930	28,591	-8.5%	Shares	Sole	2021-02-16
2020-09-30	$1,542,516	31,244	-3.1%	Shares	Sole	2020-11-12
2020-06-30	$1,440,215	32,234	-0.6%	Shares	Sole	2020-08-07
2020-03-31	$1,434,806	32,425	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.