SIMON QUICK ADVISORS, LLC

Position in KO — Coca Cola Co

CIK 1692038 MORRISTOWN, NJ

Position in KO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$438,451

+$24,816 QoQ

Shares Held

5,395

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,596

of 3,621 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $2,357,114 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	12,072	$1,634,548
2	KO	Coca Cola Co This page	5,395	$438,451
3	PRMB	Primo Brands Corp	11,625	$284,115

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$438,451	5,395	-0.8%	Shares	Sole	2026-07-28
2026-03-31	$413,635	5,439	+6.7%	Shares	Sole	2026-05-06
2025-12-31	$356,401	5,098	-1.1%	Shares	Sole	2026-01-29
2025-09-30	$341,879	5,155	+5.3%	Shares	Sole	2025-10-21
2025-06-30	$346,250	4,894	-80.0%	Shares	Sole	2025-10-08
2025-03-31	$1,753,400	24,482	+29.3%	Shares	Sole	2025-04-15
2024-12-31	$1,179,079	18,938	-3.1%	Shares	Sole	2025-01-17
2024-09-30	$1,404,791	19,549	+30.5%	Shares	Sole	2024-10-15
2024-06-30	$953,731	14,984	-10.3%	Shares	Sole	2024-08-02
2024-03-31	$1,022,256	16,709	+86.3%	Shares	Sole	2024-04-19
2023-12-31	$528,543	8,969	+60.1%	Shares	Sole	2024-01-16
2023-09-30	$313,655	5,603	-11.8%	Shares	Sole	2023-10-24
2023-06-30	$382,637	6,354	+6.8%	Shares	Sole	2023-08-01
2023-03-31	$369,140	5,951	+46.4%	Shares	Sole	2023-05-15
2022-12-31	$258,638	4,066	+10325.6%	Shares	Sole	2023-01-30
2022-03-31	$2,418	39	-89.8%	Shares	Sole	2022-05-05
2021-12-31	$22,618	382	+54.7%	Shares	Sole	2022-02-08
2021-09-30	$12,960	247	+268.7%	Shares	Sole	2021-10-27
2021-06-30	$3,625	67	-92.1%	Shares	Sole	2021-07-21
2021-03-31	$44,803	850	+844.4%	Shares	Sole	2021-05-06
2020-12-31	$4,935	90	0.0%	Shares	Sole	2021-01-27
2020-09-30	$4,443	90	0.0%	Shares	Sole	2020-10-26
2020-06-30	$4,021	90	+20.0%	Shares	Sole	2020-08-04
2020-03-31	$3,318	75	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.