Lester Murray Antman dba SimplyRich

Position in KO — Coca Cola Co

CIK 1725888 CARLSBAD, CA

Position in KO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,026,589

+$66,534 QoQ

Shares Held

19,959

+58.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,913

of 3,633 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lester Murray Antman dba SimplyRich holds $2,847,651 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KOF	Coca Cola Femsa Sab De CV	33,619	$1,126,234
2	KO	Coca Cola Co This page	19,959	$1,026,589
3	PEP	Pepsico Inc	6,285	$694,828

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,026,589	19,959	+58.1%	Shares	Sole	2026-08-03
2026-03-31	$960,055	12,624	+1.1%	Shares	Sole	2026-05-01
2025-12-31	$872,686	12,483	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$833,045	12,561	-0.0%	Shares	Sole	2025-10-10
2025-06-30	$889,044	12,566	0.0%	Shares	Sole	2025-07-24
2025-03-31	$899,976	12,566	-1.2%	Shares	Sole	2025-05-09
2024-12-31	$791,947	12,720	-0.1%	Shares	Sole	2025-01-29
2024-09-30	$915,208	12,736	-2.6%	Shares	Sole	2024-10-18
2024-06-30	$832,478	13,079	+1.4%	Shares	Sole	2024-07-26
2024-03-31	$789,344	12,902	+0.9%	Shares	Sole	2024-05-03
2023-12-31	$753,773	12,791	-4.1%	Shares	Sole	2024-01-26
2023-09-30	$746,325	13,332	-0.0%	Shares	Sole	2023-10-20
2023-06-30	$803,033	13,335	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$826,363	13,322	0.0%	Shares	Sole	2023-05-05
2022-12-31	$847,412	13,322	-5.0%	Shares	Sole	2023-01-30
2022-09-30	$785,400	14,020	-12.1%	Shares	Sole	2022-11-01
2022-06-30	$1,003,729	15,955	+13.5%	Shares	Sole	2022-07-22
2022-03-31	$871,224	14,052	+12.7%	Shares	Sole	2022-05-04
2021-12-31	$738,230	12,468	0.0%	Shares	Sole	2022-01-07
2021-09-30	$654,195	12,468	+1.9%	Shares	Sole	2021-10-04
2021-06-30	$662,198	12,238	+2.4%	Shares	Sole	2021-07-09
2021-03-31	$630,200	11,956	0.0%	Shares	Sole	2021-05-05
2020-12-31	$655,667	11,956	0.0%	Shares	Sole	2021-02-01
2020-09-30	$590,267	11,956	0.0%	Shares	Sole	2020-11-03
2020-06-30	$534,194	11,956	0.0%	Shares	Sole	2020-08-06
2020-03-31	$529,053	11,956	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.