Strategic Investment Advisors / MI

Position in KO — Coca Cola Co

CIK 1760540 FARMINGTON HILLS, MI

Position in KO

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

Position Value

$411,470

-$309,712 QoQ

Shares Held

5,063

-46.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,656

of 3,621 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $1,912,042 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	8,485	$1,148,869
2	KO	Coca Cola Co This page	5,063	$411,470
3	MNST	Monster Beverage Corp	7,318	$351,703

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,470	5,063	-46.6%	Shares	Sole	2026-08-14
2026-03-31	$721,182	9,483	+117.9%	Shares	Sole	2026-05-18
2020-09-30	$214,858	4,352	-53.6%	Shares	Sole	2020-10-14
2020-06-30	$419,098	9,380	-10.8%	Shares	Sole	2020-08-04
2020-03-31	$465,200	10,513	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.