MISSION WEALTH MANAGEMENT, LP

Position in KO — Coca Cola Co

CIK 1645382 Santa Barbara, CA

Position in KO

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

Position Value

$7,482,935

+$4,419,794 QoQ

Shares Held

92,075

+128.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#760

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

MISSION WEALTH MANAGEMENT, LP holds $16,821,587 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	55,893	$7,567,912
2	KO	Coca Cola Co This page	92,075	$7,482,935
3	COKE	Coca-Cola Consolidated, Inc.	4,834	$922,907
4	KDP	Keurig Dr Pepper Inc.	9,879	$323,339
5	MNST	Monster Beverage Corp	6,370	$306,142
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,182	$218,352

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,482,935	92,075	+128.6%	Shares	Sole	2026-07-20
2026-03-31	$3,063,141	40,278	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$2,966,001	42,426	+1.8%	Shares	Sole	2026-02-05
2025-09-30	$2,764,151	41,679	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$2,957,703	41,805	+1.6%	Shares	Sole	2025-08-05
2025-03-31	$2,946,160	41,136	+10.1%	Shares	Sole	2025-04-17
2024-12-31	$2,327,216	37,379	+0.6%	Shares	Sole	2025-02-06
2024-09-30	$2,668,736	37,138	+1.7%	Shares	Sole	2024-10-31
2024-06-30	$2,324,179	36,515	+6.5%	Shares	Sole	2024-08-05
2024-03-31	$2,097,372	34,282	-4.1%	Shares	Sole	2024-04-30
2023-12-31	$2,105,981	35,737	+10.8%	Shares	Sole	2024-02-05
2023-09-30	$1,806,138	32,264	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$1,934,808	32,129	-0.2%	Shares	Sole	2023-08-04
2023-03-31	$1,997,862	32,208	-5.8%	Shares	Sole	2023-04-07
2022-12-31	$2,174,507	34,185	-1.7%	Shares	Sole	2023-02-02
2022-09-30	$1,947,311	34,761	+5.2%	Shares	Sole	2022-10-12
2022-06-30	$2,077,980	33,031	-1.1%	Shares	Sole	2022-07-27
2022-03-31	$2,070,056	33,388	+0.6%	Shares	Sole	2022-04-25
2021-12-31	$1,965,179	33,190	+25.8%	Shares	Sole	2022-02-11
2021-09-30	$1,384,735	26,391	-3.6%	Shares	Sole	2021-11-05
2021-06-30	$1,482,072	27,390	+4.2%	Shares	Sole	2021-08-10
2021-03-31	$1,385,956	26,294	-1.1%	Shares	Sole	2021-05-10
2020-12-31	$1,458,305	26,592	+12.3%	Shares	Sole	2021-01-19
2020-09-30	$1,168,933	23,677	+6.4%	Shares	Sole	2020-10-16
2020-06-30	$994,264	22,253	+16.3%	Shares	Sole	2020-08-03
2020-03-31	$846,768	19,136	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.