TRUST POINT INC.

Position in KO — Coca Cola Co

CIK 1635633 LA CROSSE, WI

Position in KO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,057,674

+$618,657 QoQ

Shares Held

25,319

+33.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,399

of 3,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Consumer Defensive · as of Jun 30, 2026

TRUST POINT INC. holds $5,776,036 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	20,129	$2,725,466
2	KO	Coca Cola Co This page	25,319	$2,057,674
3	MNST	Monster Beverage Corp	13,652	$656,114
4	COKE	Coca-Cola Consolidated, Inc.	1,764	$336,782

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,057,674	25,319	+33.8%	Shares	Sole	2026-07-08
2026-03-31	$1,439,017	18,922	-14.0%	Shares	Sole	2026-04-15
2025-12-31	$1,538,858	22,012	-5.8%	Shares	Sole	2026-01-13
2025-09-30	$1,549,566	23,365	+9.5%	Shares	Sole	2025-10-10
2025-06-30	$1,509,663	21,338	+3.4%	Shares	Sole	2025-07-10
2025-03-31	$1,477,448	20,629	-9.8%	Shares	Sole	2025-04-17
2024-12-31	$1,423,761	22,868	+4.6%	Shares	Sole	2025-01-24
2024-09-30	$1,571,003	21,862	+4.2%	Shares	Sole	2024-10-17
2024-06-30	$1,335,758	20,986	-9.2%	Shares	Sole	2024-07-24
2024-03-31	$1,413,319	23,101	-23.0%	Shares	Sole	2024-04-19
2023-12-31	$1,768,017	30,002	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.