Valeo Financial Advisors, LLC

Position in KO — Coca Cola Co

CIK 1722641 CARMEL, IN

Position in KO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,317,117

+$856,575 QoQ

Shares Held

77,730

+8.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#826

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $13,034,504 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	77,730	$6,317,117
2	PEP	Pepsico Inc	44,968	$6,088,667
3	MNST	Monster Beverage Corp	13,082	$628,720

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,317,117	77,730	+8.3%	Shares	Sole	2026-07-08
2026-03-31	$5,460,542	71,802	-28.6%	Shares	Sole	2026-05-08
2025-12-31	$7,033,924	100,614	+3.3%	Shares	Sole	2026-02-04
2025-09-30	$6,459,103	97,393	-3.3%	Shares	Sole	2025-11-03
2025-06-30	$7,124,242	100,696	-17.6%	Shares	Sole	2025-09-12
2025-03-31	$8,750,531	122,180	+5.3%	Shares	Sole	2025-04-30
2024-12-31	$7,224,463	116,037	-3.6%	Shares	Sole	2025-01-30
2024-09-30	$8,647,344	120,336	-2.5%	Shares	Sole	2024-10-10
2024-06-30	$7,857,592	123,450	-3.7%	Shares	Sole	2024-07-10
2024-03-31	$7,846,457	128,252	-3.3%	Shares	Sole	2024-04-25
2023-12-31	$7,815,885	132,630	-0.3%	Shares	Sole	2024-01-29
2023-09-30	$7,448,250	133,052	+6.2%	Shares	Sole	2023-10-20
2023-06-30	$7,542,976	125,257	-0.3%	Shares	Sole	2023-07-14
2023-03-31	$7,794,007	125,649	-7.1%	Shares	Sole	2023-04-17
2022-12-31	$8,599,054	135,184	-2.9%	Shares	Sole	2023-02-09
2022-09-30	$7,797,871	139,198	+3.4%	Shares	Sole	2022-10-31
2022-06-30	$8,465,484	134,565	-1.9%	Shares	Sole	2022-08-03
2022-03-31	$8,502,246	137,133	+9.0%	Shares	Sole	2022-04-28
2021-12-31	$7,449,979	125,823	+1.6%	Shares	Sole	2022-01-07
2021-09-30	$6,496,573	123,815	+2.1%	Shares	Sole	2021-11-02
2021-06-30	$6,561,811	121,268	+0.9%	Shares	Sole	2021-07-22
2021-03-31	$6,337,797	120,239	-15.9%	Shares	Sole	2021-04-12
2020-12-31	$7,838,610	142,936	+100.9%	Shares	Sole	2021-02-11
2020-09-30	$3,512,428	71,145	+21.6%	Shares	Sole	2020-10-28
2020-06-30	$2,614,807	58,523	+52.1%	Shares	Sole	2020-07-20
2020-03-31	$1,703,094	38,488	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.