Geneos Wealth Management Inc.

Position in KO — Coca Cola Co

CIK 1764754 ENGLEWOOD, CO

Position in KO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,422,822

+$2,313,975 QoQ

Shares Held

66,726

+63.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#891

of 3,612 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $17,043,813 across 9 Beverages - Non-Alcoholic names. KO ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KDP	Keurig Dr Pepper Inc.	284,050	$9,296,956
2	KO	Coca Cola Co This page	66,726	$5,422,822
3	PEP	Pepsico Inc	12,509	$1,693,718
4	CELH	Celsius Holdings, Inc.	15,660	$458,524
5	COKE	Coca-Cola Consolidated, Inc.	225	$42,957
6	PRMB	Primo Brands Corp	1,686	$41,205
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	347	$34,724
8	MNST	Monster Beverage Corp	688	$33,065

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,422,822	66,726	+63.2%	Shares	Sole	2026-08-06
2026-03-31	$3,108,847	40,879	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$2,848,832	40,750	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$2,698,560	40,690	-13.6%	Shares	Sole	2025-10-22
2025-06-30	$3,331,193	47,084	-14.7%	Shares	Sole	2025-08-18
2025-03-31	$3,955,286	55,226	+69.2%	Shares	Sole	2025-05-08
2024-12-31	$2,032,228	32,641	+0.6%	Shares	Sole	2025-01-21
2024-09-30	$2,331,928	32,451	+11.1%	Shares	Sole	2024-11-14
2024-06-30	$1,859,534	29,215	-21.5%	Shares	Sole	2024-07-23
2024-03-31	$2,277,486	37,226	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$2,204,924	37,416	-9.6%	Shares	Sole	2024-01-26
2023-09-30	$2,316,396	41,379	+5.8%	Shares	Sole	2023-10-11
2023-06-30	$2,356,107	39,125	+18.8%	Shares	Sole	2023-08-08
2023-03-31	$2,042,213	32,923	+2.9%	Shares	Sole	2023-04-25
2022-12-31	$2,034,565	31,985	-11.5%	Shares	Sole	2023-01-31
2022-09-30	$2,025,683	36,160	-58.8%	Shares	Sole	2022-11-14
2022-06-30	$5,520,855	87,758	+28.0%	Shares	Sole	2022-07-22
2022-03-31	$4,251,774	68,577	-11.5%	Shares	Sole	2022-05-16
2021-12-31	$4,585,518	77,445	-1.4%	Shares	Sole	2022-02-09
2021-09-30	$4,120,626	78,533	-0.4%	Shares	Sole	2021-11-09
2021-06-30	$4,265,870	78,837	-22.6%	Shares	Sole	2021-07-08
2021-03-31	$5,367,353	101,828	+0.8%	Shares	Sole	2021-06-17
2020-12-31	$5,538,236	100,989	+40.7%	Shares	Sole	2021-05-19
2020-09-30	$3,543,186	71,768	-7.1%	Shares	Sole	2021-09-07
2020-06-30	$3,453,183	77,287	+1.7%	Shares	Sole	2021-09-07
2020-03-31	$3,361,230	75,960	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.