Truvestments Capital LLC

Position in KO — Coca Cola Co

CIK 1750405 SARASOTA, FL

Position in KO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,098,038

+$62,846 QoQ

Shares Held

13,511

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,846

of 3,618 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Truvestments Capital LLC holds $2,133,727 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	13,511	$1,098,038
2	PEP	Pepsico Inc	7,359	$996,408
3	MNST	Monster Beverage Corp	566	$27,201
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	115	$11,508
5	COKE	Coca-Cola Consolidated, Inc.	3	$572

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,098,038	13,511	-0.7%	Shares	Sole	2026-08-12
2026-03-31	$1,035,192	13,612	-3.4%	Shares	Sole	2026-05-13
2025-12-31	$984,892	14,088	-10.1%	Shares	Sole	2026-02-13
2025-09-30	$1,038,770	15,663	-12.3%	Shares	Sole	2025-11-14
2025-06-30	$1,264,090	17,867	-10.4%	Shares	Sole	2025-08-13
2025-03-31	$1,428,174	19,941	-57.7%	Shares	Sole	2025-05-14
2024-12-31	$2,935,185	47,144	+7.9%	Shares	Sole	2025-02-10
2024-09-30	$3,140,856	43,708	+2.5%	Shares	Sole	2024-11-13
2024-06-30	$2,713,017	42,624	+9.9%	Shares	Sole	2024-08-14
2024-03-31	$2,373,355	38,793	+365.5%	Shares	Sole	2024-05-14
2023-12-31	$491,122	8,334	+139.8%	Shares	Sole	2024-02-14
2023-09-30	$194,530	3,475	+6.6%	Shares	Sole	2023-11-13
2023-06-30	$196,256	3,259	+2.1%	Shares	Sole	2023-08-10
2023-03-31	$197,937	3,191	-2.0%	Shares	Sole	2023-05-12
2022-12-31	$207,050	3,255	+36.8%	Shares	Sole	2023-02-14
2022-09-30	$133,327	2,380	-16.5%	Shares	Sole	2022-11-15
2022-06-30	$179,293	2,850	-9.4%	Shares	Sole	2022-08-09
2021-12-31	$186,156	3,144	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$164,231	3,130	+0.3%	Shares	Sole	2021-10-29
2021-06-30	$168,931	3,122	-63.6%	Shares	Sole	2021-08-12
2021-03-31	$451,565	8,567	+24.9%	Shares	Sole	2021-05-18
2020-12-31	$376,037	6,857	+13.1%	Shares	Sole	2021-02-17
2020-09-30	$299,280	6,062	-19.3%	Shares	Other	2020-11-13
2020-06-30	$335,502	7,509	-3.4%	Shares	Sole	2020-08-06
2020-03-31	$344,088	7,776	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.