Vest Financial, LLC

Position in KO — Coca Cola Co

CIK 1709632 MCLEAN, VA

Position in KO

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$64,479,600

+$8,066,356 QoQ

Shares Held

847,858

+5.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Vest Financial, LLC holds $171,268,108 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	847,858	$64,479,600
2	PEP	Pepsico Inc	383,115	$59,493,928
3	COKE	Coca-Cola Consolidated, Inc.	244,699	$46,918,586
4	MNST	Monster Beverage Corp	5,189	$375,994

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$64,479,600	847,858	+5.1%	Shares	Sole	2026-04-24
2025-12-31	$56,413,244	806,941	-9.0%	Shares	Sole	2026-01-30
2025-09-30	$58,827,364	887,023	+8.4%	Shares	Sole	2025-10-30
2025-06-30	$57,890,479	818,240	-13.6%	Shares	Sole	2025-07-25
2025-03-31	$67,826,359	947,031	+7.1%	Shares	Sole	2025-04-11
2024-12-31	$55,056,392	884,298	+12.8%	Shares	Sole	2025-01-28
2024-09-30	$56,332,634	783,922	+2.4%	Shares	Defined	2024-10-18
2024-06-30	$48,743,360	765,803	+15.1%	Shares	Sole	2024-08-08
2024-03-31	$40,710,638	665,424	+37.5%	Shares	Defined	2024-04-30
2023-12-31	$28,528,188	484,103	+33.4%	Shares	Sole	2024-01-11
2023-09-30	$20,319,004	362,969	+90.3%	Shares	Sole	2023-10-30
2023-06-30	$11,486,181	190,737	+14.1%	Shares	Defined	2023-07-28
2023-03-31	$10,373,586	167,235	+5.3%	Shares	Defined	2023-05-12
2022-12-31	$10,098,341	158,754	+7.7%	Shares	Defined	2023-02-13
2022-09-30	$8,258,523	147,421	+1.9%	Shares	Defined	2022-11-14
2022-06-30	$9,099,427	144,642	+3.2%	Shares	Defined	2022-08-12
2022-03-31	$8,690,416	140,168	+12.2%	Shares	Defined	2022-05-13
2021-12-31	$7,394,381	124,884	+34.9%	Shares	Defined	2022-02-11
2021-09-30	$4,856,255	92,553	+24.8%	Shares	Defined	2021-11-12
2021-06-30	$4,011,985	74,145	+42.8%	Shares	Defined	2021-07-16
2021-03-31	$2,737,598	51,937	+21.1%	Shares	Defined	2021-07-09
2020-12-31	$2,351,319	42,876	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.