PERSONAL CFO SOLUTIONS, LLC

Position in KO — Coca Cola Co

CIK 1677501 CHESTER, NJ

Position in KO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,182,830

+$243,403 QoQ

Shares Held

26,859

+5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,355

of 3,612 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Consumer Defensive · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,472,314 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (62.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	26,859	$2,182,830
2	MNST	Monster Beverage Corp	14,736	$708,212
3	PEP	Pepsico Inc	4,293	$581,272

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,182,830	26,859	+5.3%	Shares	Sole	2026-08-07
2026-03-31	$1,939,427	25,502	+1.3%	Shares	Sole	2026-04-30
2025-12-31	$1,760,263	25,179	+9.5%	Shares	Defined	2026-01-22
2025-09-30	$1,525,492	23,002	+3.8%	Shares	Defined	2025-11-10
2025-06-30	$1,567,324	22,153	+1.4%	Shares	Defined	2025-08-12
2025-03-31	$1,565,183	21,854	+8.6%	Shares	Defined	2025-04-30
2024-12-31	$1,252,733	20,121	+2.4%	Shares	Defined	2025-02-07
2024-09-30	$1,411,617	19,644	-1.2%	Shares	Defined	2024-11-14
2024-06-30	$1,265,362	19,880	+3.5%	Shares	Defined	2024-08-09
2024-03-31	$1,174,839	19,203	+2.2%	Shares	Defined	2024-05-13
2023-12-31	$1,107,707	18,797	-0.7%	Shares	Defined	2024-02-13
2023-09-30	$1,059,197	18,921	+5.2%	Shares	Defined	2023-11-13
2023-06-30	$1,083,177	17,987	+2.6%	Shares	Defined	2023-08-10
2023-03-31	$1,087,634	17,534	+2.3%	Shares	Defined	2023-05-09
2022-12-31	$1,090,084	17,137	+5.8%	Shares	Defined	2023-02-14
2022-09-30	$907,524	16,200	+1.5%	Shares	Defined	2022-11-01
2022-06-30	$1,003,729	15,955	-13.2%	Shares	Defined	2022-08-05
2022-03-31	$1,139,188	18,374	+1.3%	Shares	Defined	2022-05-02
2021-12-31	$1,074,069	18,140	-0.3%	Shares	Defined	2022-02-11
2021-09-30	$954,901	18,199	+7.5%	Shares	Defined	2021-11-18
2021-06-30	$915,703	16,923	+5.9%	Shares	Defined	2021-07-22
2021-03-31	$842,200	15,978	-0.6%	Shares	Defined	2021-04-21
2020-12-31	$881,278	16,070	+12.5%	Shares	Defined	2021-02-09
2020-09-30	$1,000	14,280	+19.3%	Shares	Defined	2020-11-02
2020-06-30	$534,908	11,972	+83.5%	Shares	Defined	2020-08-03
2020-03-31	$288,642	6,523	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.