Kovack Advisors, Inc.

Position in KO — Coca Cola Co

CIK 1728321 FT. LAUDERDALE, FL

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,168,283

+$20,708 QoQ

Shares Held

26,680

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,364

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Derivatives in KO

reported options exposure · as of Jun 30, 2022

CallValue

$629

CallShares

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Kovack Advisors, Inc. holds $6,227,453 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	26,680	$2,168,283
2	MNST	Monster Beverage Corp	42,256	$2,030,823
3	PEP	Pepsico Inc	12,567	$1,701,571
4	KDP	Keurig Dr Pepper Inc.	9,984	$326,776

All Filings in KO

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,168,283	26,680	-5.5%	Shares	Sole	2026-07-29
2026-03-31	$2,147,575	28,239	-5.8%	Shares	Sole	2026-05-13
2025-12-31	$2,095,412	29,973	+35.4%	Shares	Sole	2026-02-17
2025-09-30	$1,467,860	22,133	-16.6%	Shares	Sole	2025-11-10
2025-06-30	$1,878,200	26,547	-3.9%	Shares	Sole	2025-08-04
2025-03-31	$1,977,499	27,611	-12.7%	Shares	Sole	2025-05-06
2024-12-31	$1,969,283	31,630	-1.5%	Shares	Sole	2025-02-05
2024-09-30	$2,306,921	32,103	-12.0%	Shares	Sole	2024-11-05
2024-06-30	$2,322,906	36,495	+0.6%	Shares	Sole	2024-08-05
2024-03-31	$2,218,386	36,260	+3.5%	Shares	Sole	2024-04-19
2023-12-31	$2,063,728	35,020	+9.3%	Shares	Sole	2024-02-02
2023-09-30	$1,793,823	32,044	+10.6%	Shares	Sole	2023-10-19
2023-06-30	$1,744,151	28,963	-6.0%	Shares	Sole	2023-07-21
2023-03-31	$1,911,702	30,819	+4.2%	Shares	Sole	2023-04-21
2022-12-31	$1,880,820	29,568	+1.0%	Shares	Sole	2023-02-22
2022-09-30	$1,640,433	29,283	+8.2%	Shares	Sole	2022-11-14
2022-06-30	$1,702,030	27,055	-3.5%	Shares	Sole	2022-08-10
2022-06-30	$629	10	-33.3%	Call	Sole	2022-08-10
2022-03-31	$1,737,922	28,031	+2.7%	Shares	Sole	2022-05-16
2022-03-31	$930	15	+200.0%	Call	Sole	2022-05-16
2021-12-31	$1,616,077	27,294	+3.1%	Shares	Sole	2022-01-18
2021-09-30	$1,389,563	26,483	+5.5%	Shares	Sole	2021-11-03
2021-09-30	$524	10	0.0%	Put	Sole	2021-11-03
2021-06-30	$541	10	-80.0%	Put	Sole	2021-07-29
2021-06-30	$1,358,485	25,106	-15.0%	Shares	Sole	2021-07-29
2021-06-30	$270	5	-66.7%	Call	Sole	2021-07-29
2021-03-31	$1,556,210	29,524	+32.9%	Shares	Sole	2021-05-04
2021-03-31	$790	15	0.0%	Call	Sole	2021-05-04
2021-03-31	$2,635	50	0.0%	Put	Sole	2021-05-04
2020-12-31	$2,742	50	0.0%	Put	Sole	2021-01-14
2020-12-31	$1,217,886	22,208	-10.8%	Shares	Sole	2021-01-14
2020-09-30	$740	15	—	Call	Sole	2020-11-02
2020-09-30	$2,468	50	—	Put	Sole	2020-11-02
2020-09-30	$1,229,263	24,899	+32.4%	Shares	Sole	2020-11-02
2020-06-30	$840,073	18,802	-4.3%	Shares	Sole	2020-07-31
2020-03-31	$869,601	19,652	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.