Cooper Financial Group

Position in KO — Coca Cola Co

CIK 1751581 IRVINE, CA

Position in KO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,549,087

-$188,731 QoQ

Shares Held

19,061

-16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,584

of 3,621 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cooper Financial Group holds $2,585,252 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	19,061	$1,549,087
2	PEP	Pepsico Inc	4,889	$661,970
3	MNST	Monster Beverage Corp	7,786	$374,195

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,549,087	19,061	-16.6%	Shares	Sole	2026-07-08
2026-03-31	$1,737,818	22,851	+8.8%	Shares	Sole	2026-04-07
2025-12-31	$1,467,970	20,998	+3.3%	Shares	Sole	2026-01-08
2025-09-30	$1,347,622	20,320	-0.6%	Shares	Sole	2025-10-07
2025-06-30	$1,446,908	20,451	-1.6%	Shares	Sole	2025-07-18
2025-03-31	$1,488,335	20,781	+21.7%	Shares	Sole	2025-05-12
2024-12-31	$1,062,778	17,070	+9.4%	Shares	Sole	2025-01-13
2024-09-30	$1,120,872	15,598	+8.8%	Shares	Sole	2024-11-14
2024-06-30	$912,422	14,335	+25.0%	Shares	Sole	2024-07-15
2024-03-31	$701,795	11,471	+0.0%	Shares	Sole	2024-04-11
2023-12-31	$675,691	11,466	-9.8%	Shares	Sole	2024-01-16
2023-09-30	$711,281	12,706	+27.9%	Shares	Sole	2023-10-13
2023-06-30	$598,165	9,933	+9.6%	Shares	Sole	2023-07-07
2023-03-31	$561,991	9,060	+2.1%	Shares	Sole	2023-05-11
2022-12-31	$564,602	8,876	+6.4%	Shares	Sole	2023-01-13
2022-09-30	$467,150	8,339	+5.1%	Shares	Sole	2022-10-13
2022-06-30	$499,127	7,934	+9.6%	Shares	Sole	2022-07-11
2022-03-31	$448,694	7,237	+0.2%	Shares	Sole	2022-04-25
2021-12-31	$427,733	7,224	-14.4%	Shares	Sole	2022-02-11
2021-09-30	$442,794	8,439	+0.5%	Shares	Sole	2021-10-06
2021-06-30	$454,361	8,397	-3.1%	Shares	Sole	2021-07-12
2021-03-31	$456,837	8,667	-38.6%	Shares	Sole	2021-05-17
2020-12-31	$774,285	14,119	+84.3%	Shares	Sole	2021-02-16
2020-09-30	$378,174	7,660	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.