BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in KO — Coca Cola Co

CIK 1654599 MORRISTOWN, NJ

Position in KO

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

Position Value

$452,267

-$180,773 QoQ

Shares Held

5,565

-33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,573

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Consumer Defensive · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,126,425 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	56,650	$7,670,410
2	KO	Coca Cola Co This page	5,565	$452,267
3	MNST	Monster Beverage Corp	78	$3,748

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,267	5,565	-33.1%	Shares	Sole	2026-07-08
2026-03-31	$633,040	8,324	-5.0%	Shares	Sole	2026-04-14
2025-12-31	$612,551	8,762	+2.2%	Shares	Sole	2026-01-16
2025-09-30	$568,760	8,576	-25.3%	Shares	Sole	2025-10-16
2025-06-30	$812,705	11,487	+74.9%	Shares	Sole	2025-07-15
2025-03-31	$470,400	6,568	-8.4%	Shares	Sole	2025-05-06
2024-12-31	$446,466	7,171	+3.3%	Shares	Sole	2025-01-17
2024-09-30	$498,636	6,939	+8.1%	Shares	Sole	2024-11-14
2024-06-30	$408,442	6,417	+1.2%	Shares	Sole	2024-08-14
2024-03-31	$387,820	6,339	-12.7%	Shares	Sole	2024-05-09
2023-12-31	$428,067	7,264	+18.1%	Shares	Sole	2024-02-12
2023-09-30	$344,277	6,150	+1.0%	Shares	Sole	2023-10-31
2023-06-30	$366,679	6,089	-7.6%	Shares	Sole	2023-07-21
2023-03-31	$408,715	6,589	0.0%	Shares	Sole	2023-05-04
2022-12-31	$419,126	6,589	-1.6%	Shares	Sole	2023-01-13
2022-09-30	$375,165	6,697	+1.6%	Shares	Sole	2022-10-20
2022-06-30	$414,513	6,589	0.0%	Shares	Sole	2022-07-21
2022-03-31	$408,518	6,589	-4.7%	Shares	Sole	2022-05-12
2021-12-31	$409,318	6,913	+2.9%	Shares	Sole	2022-02-04
2021-09-30	$352,545	6,719	0.0%	Shares	Sole	2021-11-09
2021-06-30	$363,565	6,719	-4.2%	Shares	Sole	2021-08-02
2021-03-31	$369,549	7,011	-9.3%	Shares	Sole	2021-05-21
2020-12-31	$423,693	7,726	+5.3%	Shares	Sole	2021-02-08
2020-09-30	$362,326	7,339	+4.0%	Shares	Sole	2020-10-29
2020-06-30	$315,217	7,055	-2.4%	Shares	Sole	2020-07-28
2020-03-31	$319,927	7,230	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.