IFP Advisors, Inc

Position in KO — Coca Cola Co

CIK 1641866 TAMPA, FL

Position in KO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,741,562

+$519,893 QoQ

Shares Held

70,648

+2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#867

of 3,612 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

IFP Advisors, Inc holds $15,514,587 across 13 Beverages - Non-Alcoholic names. KO ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	70,648	$5,741,562
2	PEP	Pepsico Inc	26,736	$3,620,054
3	MNST	Monster Beverage Corp	62,538	$3,005,576
4	COKE	Coca-Cola Consolidated, Inc.	11,922	$2,276,148
5	CELH	Celsius Holdings, Inc.	19,648	$575,293
6	KDP	Keurig Dr Pepper Inc.	3,523	$115,307
7	PRMB	Primo Brands Corp	3,069	$75,006
8	COCO	Vita Coco Company, Inc.	689	$45,570

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,741,562	70,648	+2.9%	Shares	Sole	2026-07-20
2026-03-31	$5,221,669	68,661	+4.2%	Shares	Sole	2026-04-13
2025-12-31	$4,604,412	65,862	+8.6%	Shares	Sole	2026-02-06
2025-09-30	$4,023,501	60,668	-0.8%	Shares	Sole	2026-02-06
2025-06-30	$4,325,938	61,144	-2.1%	Shares	Sole	2025-07-24
2025-03-31	$4,472,883	62,453	-0.1%	Shares	Sole	2025-05-05
2024-12-31	$3,892,308	62,517	+31.2%	Shares	Sole	2025-02-04
2024-09-30	$3,423,769	47,645	+9.6%	Shares	Sole	2025-02-04
2024-06-30	$2,765,719	43,452	+3.0%	Shares	Sole	2024-07-30
2024-03-31	$2,581,490	42,195	+6.8%	Shares	Sole	2024-07-30
2023-12-31	$2,329,267	39,526	-23.6%	Shares	Sole	2024-01-09
2023-09-30	$2,895,397	51,722	-7.2%	Shares	Sole	2023-10-12
2023-06-30	$3,356,361	55,735	-6.8%	Shares	Sole	2023-08-04
2023-03-31	$3,708,215	59,781	-53.7%	Shares	Sole	2023-04-18
2022-12-31	$5,550	129,163	-10.9%	Shares	Sole	2023-02-07
2022-09-30	$8,123,236	145,006	+134164.8%	Shares	Sole	2022-11-08
2022-06-30	$6,794	108	-99.8%	Shares	Sole	2022-08-12
2022-03-31	$3,938,612	63,526	+9.5%	Shares	Sole	2022-08-08
2021-12-31	$3,434,653	58,008	-5.8%	Shares	Sole	2022-01-12
2021-09-30	$3,230,368	61,566	+12.3%	Shares	Sole	2021-10-06
2021-06-30	$2,967,175	54,836	-22.4%	Shares	Sole	2021-07-13
2021-03-31	$3,723,065	70,633	+16.4%	Shares	Sole	2021-04-30
2020-12-31	$3,329,117	60,706	+26.6%	Shares	Sole	2021-01-25
2020-09-30	$2,367,390	47,952	-25.7%	Shares	Sole	2020-10-29
2020-06-30	$2,883,647	64,540	+47.0%	Shares	Sole	2020-08-05
2020-03-31	$1,942,707	43,903	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.