FLAGSHIP HARBOR ADVISORS, LLC

Position in KO — Coca Cola Co

CIK 1691766 BOSTON, MA

Position in KO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,973,181

+$302,153 QoQ

Shares Held

36,584

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,186

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $5,713,262 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	36,584	$2,973,181
2	PEP	Pepsico Inc	13,018	$1,762,637
3	MNST	Monster Beverage Corp	20,338	$977,444

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,973,181	36,584	+4.2%	Shares	Sole	2026-07-22
2026-03-31	$2,671,028	35,122	+3.2%	Shares	Sole	2026-04-28
2025-12-31	$2,378,338	34,020	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$2,252,757	33,968	+0.8%	Shares	Sole	2025-11-05
2025-06-30	$2,383,567	33,690	+0.6%	Shares	Sole	2025-08-04
2025-03-31	$2,398,195	33,485	-2.1%	Shares	Sole	2025-04-22
2024-12-31	$2,128,544	34,188	+4.8%	Shares	Sole	2025-01-21
2024-09-30	$2,344,791	32,630	-3.1%	Shares	Sole	2024-10-21
2024-06-30	$2,144,050	33,685	-1.1%	Shares	Sole	2025-12-02
2024-03-31	$2,083,729	34,059	+1.0%	Shares	Sole	2024-04-16
2023-12-31	$1,988,121	33,737	+3.8%	Shares	Sole	2024-01-10
2023-09-30	$1,820,301	32,517	+5.0%	Shares	Sole	2023-10-17
2023-06-30	$1,864,411	30,960	+4.4%	Shares	Sole	2023-07-11
2023-03-31	$1,839,127	29,649	+1.1%	Shares	Sole	2023-04-12
2022-12-31	$1,865,999	29,335	+1.5%	Shares	Sole	2023-01-13
2022-09-30	$1,618,417	28,890	-1.3%	Shares	Sole	2022-10-13
2022-06-30	$1,841,690	29,275	+3.1%	Shares	Sole	2022-07-13
2022-03-31	$1,760,242	28,391	-1.3%	Shares	Sole	2022-04-13
2021-12-31	$1,702,820	28,759	-1.0%	Shares	Sole	2022-02-17
2021-09-30	$1,524,830	29,061	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,572,490	29,061	-5.1%	Shares	Sole	2021-07-26
2021-03-31	$1,614,454	30,629	+2.6%	Shares	Sole	2021-05-03
2020-12-31	$1,637,741	29,864	+9.1%	Shares	Sole	2021-02-08
2020-09-30	$1,351,355	27,372	-13.7%	Shares	Sole	2020-10-13
2020-06-30	$1,417,026	31,715	+29.7%	Shares	Sole	2020-07-31
2020-03-31	$1,082,266	24,458	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.