Legacy Financial Advisors, Inc.

Position in KO — Coca Cola Co

CIK 1730810 COVINGTON, KY

Position in KO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,298,721

+$182,402 QoQ

Shares Held

28,285

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,326

of 3,620 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $6,077,362 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	28,285	$2,298,721
2	MNST	Monster Beverage Corp	29,288	$1,407,581
3	KDP	Keurig Dr Pepper Inc.	40,254	$1,317,513
4	PEP	Pepsico Inc	7,781	$1,053,547

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,298,721	28,285	+1.6%	Shares	Sole	2026-08-05
2026-03-31	$2,116,319	27,828	+2.2%	Shares	Sole	2026-04-30
2025-12-31	$1,903,439	27,227	+2.4%	Shares	Sole	2026-02-04
2025-09-30	$1,763,647	26,593	-5.3%	Shares	Sole	2025-11-10
2025-06-30	$1,986,589	28,079	+3.3%	Shares	Sole	2025-08-07
2025-03-31	$1,946,345	27,176	-26.6%	Shares	Sole	2025-05-14
2024-12-31	$2,304,491	37,014	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$2,651,418	36,897	+2.0%	Shares	Sole	2024-11-14
2024-06-30	$2,301,520	36,159	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$2,185,655	35,725	+18.9%	Shares	Sole	2024-05-14
2023-09-30	$1,682,199	30,050	-5.0%	Shares	Sole	2023-11-13
2023-06-30	$1,904,337	31,623	+6.6%	Shares	Sole	2023-08-08
2023-03-31	$1,840,306	29,668	+2.3%	Shares	Sole	2023-05-03
2022-12-31	$1,844,690	29,000	+9.9%	Shares	Sole	2023-02-06
2022-09-30	$1,478,199	26,387	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$1,642,705	26,112	+3.1%	Shares	Sole	2022-08-08
2022-03-31	$1,570,460	25,330	+5.3%	Shares	Sole	2022-05-04
2021-12-31	$1,424,178	24,053	+5.4%	Shares	Sole	2022-02-04
2021-09-30	$1,197,470	22,822	+9.7%	Shares	Sole	2021-10-26
2021-06-30	$1,126,083	20,811	+7.4%	Shares	Sole	2021-07-21
2021-03-31	$1,021,625	19,382	+8.9%	Shares	Sole	2021-04-28
2020-12-31	$976,042	17,798	+4.4%	Shares	Sole	2021-02-02
2020-09-30	$841,955	17,054	+8.0%	Shares	Sole	2020-11-09
2020-06-30	$705,497	15,790	+12.4%	Shares	Sole	2020-08-07
2020-03-31	$621,624	14,048	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.