USA FINANCIAL FORMULAS

Position in KO — Coca Cola Co

CIK 1633716 ADA, MI

Position in KO

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$12,548

-$174,461 QoQ

Shares Held

165

-93.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $1,379,244 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	19,050	$690,181
2	PEP	Pepsico Inc	4,354	$676,132
3	KO	Coca Cola Co This page	165	$12,548
4	COKE	Coca-Cola Consolidated, Inc.	2	$383

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,548	165	-93.8%	Shares	Sole	2026-04-14
2025-12-31	$187,009	2,675	-26.9%	Shares	Sole	2026-01-14
2025-03-31	$262,057	3,659	-80.5%	Shares	Sole	2025-04-15
2024-09-30	$1,346,440	18,737	+363.0%	Shares	Sole	2024-10-08
2024-03-31	$247,595	4,047	+16762.5%	Shares	Sole	2024-04-30
2023-09-30	$1,343	24	0.0%	Shares	Sole	2023-11-27
2023-06-30	$1,445	24	0.0%	Shares	Sole	2023-11-27
2023-03-31	$1,488	24	-92.6%	Shares	Sole	2023-11-27
2022-09-30	$18,150	324	-97.3%	Shares	Sole	2022-10-24
2022-06-30	$766,117	12,178	+15315.2%	Shares	Sole	2022-08-15
2022-03-31	$4,898	79	0.0%	Shares	Sole	2022-08-16
2021-12-31	$4,677	79	-99.5%	Shares	Sole	2022-02-10
2021-09-30	$859,825	16,387	+32031.4%	Shares	Sole	2021-11-08
2021-06-30	$2,759	51	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.