Claro Advisors Inc.

Position in KO — Coca Cola Co

CIK 1764386 BOSTON, MA

Position in KO

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

Position Value

$1,640,516

+$181,193 QoQ

Shares Held

20,186

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,546

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Claro Advisors Inc. holds $4,621,542 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	13,054	$1,767,511
2	KO	Coca Cola Co This page	20,186	$1,640,516
3	MNST	Monster Beverage Corp	15,998	$768,863
4	COKE	Coca-Cola Consolidated, Inc.	2,329	$444,652

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,640,516	20,186	+5.2%	Shares	Sole	2026-07-30
2026-03-31	$1,459,323	19,189	+5.1%	Shares	Sole	2026-04-21
2025-12-31	$1,276,766	18,263	+3.4%	Shares	Sole	2026-02-17
2025-09-30	$1,171,542	17,665	-5.1%	Shares	Sole	2025-11-12
2025-06-30	$1,317,648	18,624	-24.2%	Shares	Sole	2025-08-05
2025-03-31	$1,759,058	24,561	-2.8%	Shares	Sole	2025-05-12
2024-12-31	$1,573,932	25,280	+0.1%	Shares	Sole	2025-01-13
2024-09-30	$1,814,177	25,246	+1.4%	Shares	Sole	2024-11-07
2024-06-30	$1,584,948	24,901	+4.3%	Shares	Sole	2024-07-31
2024-03-31	$1,461,284	23,885	+4.1%	Shares	Sole	2024-04-18
2023-12-31	$1,352,561	22,952	+0.6%	Shares	Sole	2024-01-22
2023-09-30	$1,277,127	22,814	-0.4%	Shares	Sole	2023-10-10
2023-06-30	$1,379,881	22,914	+7.0%	Shares	Sole	2023-08-08
2023-03-31	$1,328,930	21,424	-16.1%	Shares	Sole	2023-04-17
2022-12-31	$1,623,327	25,520	+73.3%	Shares	Sole	2023-03-13
2022-09-30	$824,726	14,722	0.0%	Shares	Sole	2022-11-18
2022-06-30	$926,161	14,722	+38.1%	Shares	Sole	2022-08-12
2022-03-31	$660,982	10,661	0.0%	Shares	Sole	2022-05-16
2021-12-31	$631,237	10,661	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$552,981	10,539	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$554,140	10,241	-1.9%	Shares	Sole	2021-08-13
2021-03-31	$550,186	10,438	+7.0%	Shares	Sole	2021-05-17
2020-12-31	$534,964	9,755	-13.2%	Shares	Sole	2021-02-12
2020-09-30	$554,918	11,240	-5.6%	Shares	Sole	2020-11-16
2020-06-30	$531,915	11,905	-1.1%	Shares	Sole	2020-08-14
2020-03-31	$532,593	12,036	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.