BFSG, LLC

Position in KO — Coca Cola Co

CIK 1706836 IRVINE, CA

Position in KO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$285,501

+$20,011 QoQ

Shares Held

3,513

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,980

of 3,595 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BFSG, LLC holds $4,892,778 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KDP	Keurig Dr Pepper Inc.	96,365	$3,154,026
2	PEP	Pepsico Inc	10,733	$1,453,248
3	KO	Coca Cola Co This page	3,513	$285,501
4	REED	Reed's, Inc.	3	$3

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,501	3,513	+0.6%	Shares	Sole	2026-07-20
2026-03-31	$265,490	3,491	-1.7%	Shares	Sole	2026-04-29
2025-12-31	$248,320	3,552	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$235,104	3,545	-0.0%	Shares	Sole	2025-10-29
2025-06-30	$250,879	3,546	-5.2%	Shares	Sole	2025-07-15
2025-03-31	$267,930	3,741	-2.5%	Shares	Sole	2025-04-18
2024-12-31	$238,891	3,837	-14.0%	Shares	Sole	2025-01-31
2024-09-30	$320,783	4,464	-0.2%	Shares	Sole	2024-10-16
2024-06-30	$284,706	4,473	-10.1%	Shares	Sole	2024-07-29
2024-03-31	$304,248	4,973	+8.8%	Shares	Sole	2024-04-23
2023-12-31	$269,427	4,572	-8.1%	Shares	Sole	2024-04-23
2023-09-30	$278,388	4,973	-1.1%	Shares	Sole	2023-10-20
2023-06-30	$302,786	5,028	-3.4%	Shares	Sole	2023-08-07
2023-03-31	$322,990	5,207	+5.7%	Shares	Sole	2023-05-10
2022-12-31	$313,215	4,924	+4.2%	Shares	Sole	2023-02-02
2022-09-30	$264,638	4,724	-3.9%	Shares	Sole	2022-11-07
2022-06-30	$309,139	4,914	+47.7%	Shares	Sole	2022-08-04
2022-03-31	$206,336	3,328	-4.3%	Shares	Sole	2022-05-04
2021-12-31	$205,873	3,477	-15.4%	Shares	Sole	2022-01-24
2021-09-30	$215,599	4,109	-30.8%	Shares	Sole	2021-11-03
2021-03-31	$312,939	5,937	-22.2%	Shares	Sole	2021-04-26
2020-12-31	$418,264	7,627	-4.4%	Shares	Sole	2021-01-26
2020-09-30	$393,824	7,977	-3.2%	Shares	Sole	2020-11-04
2020-06-30	$368,163	8,240	+1.8%	Shares	Sole	2020-07-22
2020-03-31	$358,292	8,097	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.