Krilogy Financial LLC

Position in KO — Coca Cola Co

CIK 1659047 ST. LOUIS, MO

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,244,324

+$158,254 QoQ

Shares Held

15,311

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,747

of 3,621 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Krilogy Financial LLC holds $5,387,573 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	21,281	$2,881,447
2	KO	Coca Cola Co This page	15,311	$1,244,324
3	MNST	Monster Beverage Corp	13,704	$658,614
4	COKE	Coca-Cola Consolidated, Inc.	1,915	$365,611
5	CELH	Celsius Holdings, Inc.	8,114	$237,577

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,244,324	15,311	+7.2%	Shares	Sole	2026-07-27
2026-03-31	$1,086,070	14,281	+17.6%	Shares	Sole	2026-04-17
2025-12-31	$849,196	12,147	+19.0%	Shares	Sole	2026-01-27
2025-09-30	$676,928	10,207	+0.4%	Shares	Sole	2025-11-06
2025-06-30	$719,527	10,170	-11.9%	Shares	Sole	2025-07-09
2025-03-31	$827,067	11,548	+5.3%	Shares	Sole	2025-04-16
2024-12-31	$682,618	10,964	+6.7%	Shares	Sole	2025-01-15
2024-09-30	$738,289	10,274	+115.7%	Shares	Sole	2024-10-15
2023-03-31	$295,510	4,764	-9.9%	Shares	Sole	2023-05-03
2022-12-31	$336,433	5,289	+7.0%	Shares	Sole	2023-02-13
2022-09-30	$276,850	4,942	+15.6%	Shares	Sole	2022-10-06
2022-06-30	$269,003	4,276	-7.1%	Shares	Sole	2022-07-14
2022-03-31	$285,448	4,604	-82.1%	Shares	Sole	2022-04-28
2021-12-31	$1,519,802	25,668	+0.3%	Shares	Sole	2022-01-27
2021-09-30	$1,342,864	25,593	+1.0%	Shares	Sole	2021-10-25
2021-06-30	$1,370,498	25,328	-2.6%	Shares	Sole	2021-07-20
2021-03-31	$1,370,038	25,992	-5.9%	Shares	Sole	2021-04-21
2020-12-31	$1,515,338	27,632	+2.7%	Shares	Sole	2021-02-11
2020-09-30	$1,328,497	26,909	+6.1%	Shares	Sole	2020-11-13
2020-06-30	$1,133,263	25,364	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.