Independent Advisor Alliance

Position in KO — Coca Cola Co

CIK 1696899 CHARLOTTE, NC

Position in KO

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

Position Value

$19,762,994

+$1,598,604 QoQ

Shares Held

243,177

+1.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#457

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

Independent Advisor Alliance holds $32,838,832 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	243,177	$19,762,994
2	PEP	Pepsico Inc	72,411	$9,804,449
3	COKE	Coca-Cola Consolidated, Inc.	10,162	$1,940,128
4	MNST	Monster Beverage Corp	27,700	$1,331,261

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,762,994	243,177	+1.8%	Shares	Sole	2026-08-12
2026-03-31	$18,164,390	238,848	-27.0%	Shares	Sole	2026-05-12
2025-12-31	$22,875,180	327,209	+3.4%	Shares	Sole	2026-02-04
2025-09-30	$20,987,029	316,451	-10.0%	Shares	Sole	2025-11-04
2025-06-30	$24,872,940	351,561	-15.2%	Shares	Sole	2025-08-11
2025-03-31	$29,688,280	414,525	-1.5%	Shares	Sole	2025-05-12
2024-12-31	$26,191,038	420,672	-21.3%	Shares	Sole	2025-02-07
2024-09-30	$38,418,152	534,625	+0.7%	Shares	Sole	2024-11-13
2024-06-30	$33,793,439	530,926	-4.5%	Shares	Sole	2024-08-12
2024-03-31	$34,022,564	556,106	+0.3%	Shares	Sole	2024-05-08
2023-12-31	$32,658,416	554,190	+2.6%	Shares	Sole	2024-02-08
2023-09-30	$30,251,143	540,392	+2.4%	Shares	Sole	2023-10-24
2023-06-30	$31,793,028	527,948	+26.5%	Shares	Sole	2023-07-28
2023-03-31	$25,894,733	417,455	+13.2%	Shares	Sole	2023-05-12
2022-12-31	$23,454,088	368,717	+2.7%	Shares	Sole	2023-02-13
2022-09-30	$20,106,250	358,912	-3.9%	Shares	Sole	2022-11-04
2022-06-30	$23,491,789	373,419	+11.3%	Shares	Sole	2022-08-04
2022-03-31	$20,804,968	335,564	+5.1%	Shares	Sole	2022-05-06
2021-12-31	$18,899,003	319,186	+3.2%	Shares	Sole	2022-02-11
2021-09-30	$16,224,878	309,222	+5.6%	Shares	Sole	2021-11-01
2021-06-30	$15,840,431	292,745	-10.2%	Shares	Sole	2021-08-12
2021-03-31	$17,186,359	326,055	+8.7%	Shares	Sole	2021-05-14
2020-12-31	$16,456,606	300,084	+5.9%	Shares	Sole	2021-02-11
2020-09-30	$13,995,950	283,491	+46.6%	Shares	Sole	2020-11-04
2020-06-30	$8,640,307	193,382	+3.5%	Shares	Sole	2020-08-06
2020-03-31	$8,264,174	186,761	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.