Strategic Wealth Partners, Ltd.

Position in KO — Coca Cola Co

CIK 1720777 INDEPENDENCE, OH

Position in KO

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

Position Value

$301,186

+$22,007 QoQ

Shares Held

3,706

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,944

of 3,621 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $681,494 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	2,629	$355,966
2	KO	Coca Cola Co This page	3,706	$301,186
3	PRMB	Primo Brands Corp	488	$11,926
4	CELH	Celsius Holdings, Inc.	250	$7,320
5	MNST	Monster Beverage Corp	104	$4,998
6	KDP	Keurig Dr Pepper Inc.	3	$98

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,186	3,706	+1.0%	Shares	Sole	2026-08-12
2026-03-31	$279,179	3,671	-3.1%	Shares	Sole	2026-05-12
2025-12-31	$264,819	3,788	+9.2%	Shares	Sole	2026-05-12
2025-09-30	$230,064	3,469	-9.9%	Shares	Sole	2025-11-14
2025-06-30	$272,458	3,851	+5.3%	Shares	Sole	2025-08-11
2024-12-31	$227,684	3,657	-8.1%	Shares	Sole	2025-02-14
2024-09-30	$285,930	3,979	+3.7%	Shares	Sole	2024-10-08
2024-06-30	$244,161	3,836	-22.7%	Shares	Sole	2024-10-08
2024-03-31	$303,513	4,961	+9.3%	Shares	Sole	2024-05-20
2023-12-31	$267,365	4,537	+0.8%	Shares	Sole	2024-05-20
2023-09-30	$251,854	4,499	+3.2%	Shares	Sole	2024-05-20
2023-06-30	$262,498	4,359	+5.2%	Shares	Sole	2024-05-20
2023-03-31	$257,114	4,145	-6.9%	Shares	Sole	2023-04-24
2022-12-31	$283,318	4,454	+6.5%	Shares	Sole	2023-04-24
2022-09-30	$234,275	4,182	-0.3%	Shares	Sole	2023-04-24
2022-06-30	$263,844	4,194	-3.9%	Shares	Sole	2022-08-22
2022-03-31	$270,444	4,362	-93.5%	Shares	Sole	2022-05-19
2021-12-31	$3,957,477	66,838	+1697.2%	Shares	Sole	2022-02-11
2020-12-31	$203,949	3,719	-49.3%	Shares	Sole	2021-02-18
2020-03-31	$324,706	7,338	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.