Aptus Capital Advisors, LLC

Position in KO — Coca Cola Co

CIK 1664193 FAIRHOPE, AL

Position in KO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,664,302

+$704,492 QoQ

Shares Held

82,002

+4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#808

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Consumer Defensive · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $40,630,524 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	232,526	$31,484,020
2	KO	Coca Cola Co This page	82,002	$6,664,302
3	MNST	Monster Beverage Corp	51,648	$2,482,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,664,302	82,002	+4.6%	Shares	Sole	2026-08-12
2026-03-31	$5,959,810	78,367	-21.7%	Shares	Other	2026-05-11
2025-12-31	$7,000,228	100,132	-2.0%	Shares	Sole	2026-02-13
2025-09-30	$6,779,163	102,219	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$7,401,652	104,617	+7.3%	Shares	Sole	2025-08-11
2025-03-31	$6,982,376	97,492	-75.6%	Shares	Sole	2025-05-13
2024-12-31	$24,909,167	400,083	+739.4%	Shares	Sole	2025-02-14
2024-09-30	$3,425,206	47,665	+10.7%	Shares	Sole	2024-11-05
2024-06-30	$2,740,259	43,052	-2.8%	Shares	Sole	2024-07-31
2024-03-31	$2,710,946	44,311	+20.6%	Shares	Sole	2024-05-15
2023-12-31	$2,165,677	36,750	-4.1%	Shares	Sole	2024-02-13
2023-09-30	$2,144,537	38,309	+61.6%	Shares	Other	2023-11-08
2023-06-30	$1,427,876	23,711	+8.9%	Shares	Sole	2023-08-11
2023-03-31	$1,350,826	21,777	+0.2%	Shares	Sole	2023-05-09
2022-12-31	$1,382,944	21,741	+3.2%	Shares	Sole	2023-02-13
2022-09-30	$1,180,004	21,064	+11.9%	Shares	Sole	2022-11-02
2022-06-30	$1,183,903	18,819	+15.6%	Shares	Sole	2022-07-29
2022-03-31	$1,008,988	16,274	+28.6%	Shares	Sole	2022-05-04
2021-12-31	$749,479	12,658	0.0%	Shares	Sole	2022-02-02
2021-09-30	$664,165	12,658	-22.0%	Shares	Sole	2021-10-27
2021-06-30	$877,717	16,221	+69.9%	Shares	Sole	2021-07-27
2021-03-31	$503,221	9,547	-67.2%	Shares	Sole	2021-05-06
2020-12-31	$1,597,214	29,125	+11.6%	Shares	Sole	2021-02-10
2020-09-30	$1,288,359	26,096	-9.6%	Shares	Sole	2020-10-19
2020-06-30	$1,289,822	28,868	+214.2%	Shares	Sole	2020-07-22
2020-03-31	$406,569	9,188	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.