Financial Gravity Asset Management, Inc.

Position in KO — Coca Cola Co

CIK 1741736 Lakeway, TX

Position in KO

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,917,810

+$228,303 QoQ

Shares Held

38,367

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $3,011,980 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (96.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	38,367	$2,917,810
2	PEP	Pepsico Inc	600	$93,174
3	MNST	Monster Beverage Corp	20	$724
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	3	$272

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,917,810	38,367	-0.3%	Shares	Sole	2026-05-08
2025-12-31	$2,689,507	38,471	+9.9%	Shares	Sole	2026-02-13
2025-09-30	$2,322,327	35,017	+9.5%	Shares	Sole	2025-11-14
2025-03-31	$2,290,479	31,981	+1.1%	Shares	Sole	2025-04-30
2024-06-30	$2,013,695	31,637	+9.6%	Shares	Sole	2024-08-06
2024-03-31	$1,765,471	28,857	-0.0%	Shares	Sole	2024-06-26
2023-12-31	$1,700,601	28,858	-92.0%	Shares	Sole	2024-06-26
2023-09-30	$11,266,462	362,236	+2201.1%	Shares	Sole	2023-11-16
2023-06-30	$947,983	15,742	+2.2%	Shares	Sole	2023-08-09
2023-03-31	$736,534	15,406	+268.8%	Shares	Sole	2023-05-12
2022-12-31	$265,698	4,177	-7.2%	Shares	Sole	2023-02-15
2022-09-30	$252,145	4,501	-67.0%	Shares	Sole	2022-11-03
2022-06-30	$858,781	13,653	+222.8%	Shares	Sole	2022-08-05
2022-03-31	$262,198	4,229	-58.4%	Shares	Sole	2022-05-13
2021-12-31	$601,630	10,161	+11.7%	Shares	Sole	2022-02-11
2021-09-30	$477,020	9,093	-56.6%	Shares	Sole	2021-11-12
2021-06-30	$1,134,577	20,968	+10.9%	Shares	Sole	2021-08-11
2021-03-31	$996,639	18,908	+89.1%	Shares	Sole	2021-05-17
2020-12-31	$548,248	9,999	+307.0%	Shares	Sole	2021-02-16
2020-03-31	$108,703	2,457	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.