SevenBridge Financial Group, LLC

Position in KO — Coca Cola Co

CIK 1673954 HARRISBURG, PA

Position in KO

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

Position Value

$716,882

+$49,544 QoQ

Shares Held

8,821

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,200

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Defensive · as of Jun 30, 2026

SevenBridge Financial Group, LLC holds $4,209,529 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	23,167	$3,136,811
2	KO	Coca Cola Co This page	8,821	$716,882
3	MNST	Monster Beverage Corp	7,404	$355,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,882	8,821	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$667,338	8,775	-3.1%	Shares	Sole	2026-04-23
2025-12-31	$633,174	9,057	+3.3%	Shares	Sole	2026-02-02
2025-09-30	$581,692	8,771	-18.3%	Shares	Sole	2025-11-13
2025-06-30	$759,289	10,732	-15.7%	Shares	Sole	2025-09-04
2025-03-31	$911,865	12,732	-6.9%	Shares	Sole	2025-05-13
2024-12-31	$851,530	13,677	+7.0%	Shares	Sole	2025-02-12
2024-09-30	$918,586	12,783	+7.6%	Shares	Sole	2024-11-12
2024-06-30	$756,352	11,883	0.0%	Shares	Sole	2024-08-09
2024-03-31	$727,001	11,883	-4.8%	Shares	Sole	2024-05-10
2023-12-31	$735,623	12,483	0.0%	Shares	Sole	2024-01-22
2023-09-30	$698,798	12,483	+4.9%	Shares	Sole	2023-10-25
2023-06-30	$716,798	11,903	-1.4%	Shares	Sole	2023-07-26
2023-03-31	$748,516	12,067	0.0%	Shares	Sole	2023-04-20
2022-12-31	$767,581	12,067	+1.4%	Shares	Sole	2023-01-26
2022-09-30	$666,806	11,903	+72.4%	Shares	Sole	2022-10-17
2022-06-30	$434,267	6,903	-5.6%	Shares	Sole	2022-07-12
2022-03-31	$453,406	7,313	-5.2%	Shares	Sole	2022-04-15
2021-12-31	$456,686	7,713	-0.2%	Shares	Sole	2022-01-20
2021-09-30	$405,645	7,731	+4.6%	Shares	Sole	2021-10-14
2021-06-30	$399,764	7,388	+1.2%	Shares	Sole	2021-07-26
2021-03-31	$384,941	7,303	0.0%	Shares	Sole	2021-04-20
2020-12-31	$400,496	7,303	+3.8%	Shares	Sole	2021-01-19
2020-09-30	$347,367	7,036	0.0%	Shares	Sole	2020-10-22
2020-06-30	$314,368	7,036	0.0%	Shares	Sole	2020-07-24
2020-03-31	$311,343	7,036	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.