Foundations Investment Advisors, LLC

Endowment

Position in KO — Coca Cola Co

CIK 1743404 PHOENIX, AZ

Position in KO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,121,228

+$138,357 QoQ

Shares Held

63,015

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#909

of 3,618 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $10,048,287 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	63,015	$5,121,228
2	PEP	Pepsico Inc	28,711	$3,887,469
3	COKE	Coca-Cola Consolidated, Inc.	2,571	$490,855
4	MNST	Monster Beverage Corp	7,150	$343,629
5	CELH	Celsius Holdings, Inc.	7,005	$205,106

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,121,228	63,015	-3.8%	Shares	Other	2026-08-14
2026-03-31	$4,982,871	65,521	+26.4%	Shares	Sole	2026-05-11
2025-12-31	$3,623,994	51,838	-41.3%	Shares	Other	2026-02-10
2025-09-30	$5,857,581	88,323	-57.8%	Shares	Sole	2025-11-03
2025-06-30	$14,814,200	209,388	+40.0%	Shares	Sole	2025-08-08
2025-03-31	$10,708,406	149,517	+134.5%	Shares	Other	2025-05-07
2024-12-31	$3,969,884	63,763	+17.5%	Shares	Sole	2025-01-22
2024-09-30	$3,898,117	54,246	+12.6%	Shares	Sole	2024-10-21
2024-06-30	$3,065,193	48,157	+1.8%	Shares	Sole	2024-08-02
2024-03-31	$2,893,630	47,297	-0.2%	Shares	Sole	2024-05-13
2023-12-31	$2,791,514	47,370	+3.3%	Shares	Sole	2024-02-08
2023-09-30	$2,567,074	45,857	+14.1%	Shares	Sole	2023-10-05
2023-06-30	$2,420,603	40,196	+2.3%	Shares	Sole	2023-07-19
2023-03-31	$2,438,461	39,311	+23.7%	Shares	Sole	2023-04-25
2022-12-31	$2,021,525	31,780	+76.4%	Shares	Sole	2023-01-11
2022-09-30	$1,009,256	18,016	+1.4%	Shares	Sole	2022-10-19
2022-06-30	$1,118,099	17,773	+15.1%	Shares	Sole	2022-07-08
2022-03-31	$957,218	15,439	+10.3%	Shares	Sole	2022-04-19
2021-12-31	$828,940	14,000	+90.2%	Shares	Sole	2022-01-21
2021-09-30	$386,284	7,362	+38.7%	Shares	Sole	2021-10-13
2021-06-30	$287,215	5,308	-5.7%	Shares	Sole	2021-07-14
2021-03-31	$296,599	5,627	+8.0%	Shares	Sole	2021-04-09
2020-12-31	$285,716	5,210	-1.4%	Shares	Sole	2021-01-13
2020-09-30	$260,871	5,284	—	Shares	Sole	2020-10-07
No filing history on record for this holder in this stock.