Proficio Capital Partners LLC

Position in KO — Coca Cola Co

CIK 1654175 NEWTON, MA

Position in KO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,546,486

+$271,642 QoQ

Shares Held

19,029

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,586

of 3,621 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Proficio Capital Partners LLC holds $4,035,643 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	19,029	$1,546,486
2	MNST	Monster Beverage Corp	19,874	$955,144
3	PEP	Pepsico Inc	5,812	$786,944
4	COKE	Coca-Cola Consolidated, Inc.	3,913	$747,069

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,546,486	19,029	+5.6%	Shares	Sole	2026-08-17
2025-06-30	$1,274,844	18,019	+7.1%	Shares	Sole	2025-08-07
2025-03-31	$1,205,436	16,831	+126.9%	Shares	Sole	2025-05-06
2024-09-30	$532,985	7,417	-23.3%	Shares	Sole	2024-11-01
2024-06-30	$615,877	9,676	+3.7%	Shares	Sole	2024-07-25
2024-03-31	$570,687	9,328	+6.1%	Shares	Sole	2024-05-02
2023-12-31	$518,171	8,793	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$492,791	8,803	-0.4%	Shares	Sole	2023-10-18
2023-06-30	$532,465	8,842	+6.0%	Shares	Sole	2023-08-14
2022-12-31	$530,571	8,341	-2.4%	Shares	Sole	2023-01-30
2022-09-30	$478,746	8,546	+4.0%	Shares	Sole	2022-10-11
2022-06-30	$516,931	8,217	+9.6%	Shares	Sole	2022-08-15
2022-03-31	$465,000	7,500	-32.9%	Shares	Sole	2022-05-13
2021-12-31	$662,027	11,181	+7.0%	Shares	Sole	2022-02-11
2021-09-30	$548,521	10,454	-1.7%	Shares	Sole	2021-11-15
2021-03-31	$560,834	10,640	+12.1%	Shares	Sole	2021-05-14
2020-12-31	$520,431	9,490	+3.7%	Shares	Sole	2021-02-11
2020-09-30	$451,982	9,155	-5.3%	Shares	Sole	2020-11-02
2020-06-30	$432,144	9,672	+10.3%	Shares	Sole	2020-08-14
2020-03-31	$388,072	8,770	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.