Crewe Advisors LLC

Position in KO — Coca Cola Co

CIK 1730033 SALT LAKE CITY, UT

Position in KO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$76,312

+$13,951 QoQ

Shares Held

939

+14.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,441

of 3,612 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crewe Advisors LLC holds $436,191 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	1,858	$251,573
2	KO	Coca Cola Co This page	939	$76,312
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	515	$51,536
4	MNST	Monster Beverage Corp	1,034	$49,694
5	COCO	Vita Coco Company, Inc.	107	$7,076

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,312	939	+14.5%	Shares	Sole	2026-07-24
2026-03-31	$62,361	820	+31.2%	Shares	Sole	2026-05-07
2025-12-31	$43,693	625	-59.7%	Shares	Sole	2026-01-16
2025-09-30	$102,928	1,552	-28.9%	Shares	Sole	2025-11-13
2025-06-30	$154,447	2,183	+34.3%	Shares	Sole	2025-07-30
2025-03-31	$116,382	1,625	-9.2%	Shares	Sole	2025-04-23
2024-12-31	$111,383	1,789	-30.7%	Shares	Sole	2025-01-27
2024-09-30	$185,398	2,580	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$162,880	2,559	-7.5%	Shares	Sole	2024-07-29
2024-03-31	$169,223	2,766	+23.2%	Shares	Sole	2024-05-14
2023-06-30	$135,254	2,246	-6.1%	Shares	Sole	2023-07-28
2023-03-31	$148,375	2,392	+35.9%	Shares	Sole	2023-05-12
2022-12-31	$111,953	1,760	-45.3%	Shares	Sole	2023-02-08
2022-09-30	$180,272	3,218	+7.7%	Shares	Sole	2022-11-14
2022-06-30	$187,975	2,988	+273.5%	Shares	Sole	2022-08-02
2022-03-31	$49,600	800	0.0%	Shares	Sole	2022-04-27
2021-12-31	$47,368	800	+925.6%	Shares	Sole	2022-02-10
2020-12-31	$4,277	78	-29.7%	Shares	Sole	2021-01-27
2020-09-30	$5,480	111	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.