Gladstone Institutional Advisory LLC

Position in KO — Coca Cola Co

CIK 1766530 Bedminster, NJ

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,974,564

+$398,426 QoQ

Shares Held

73,515

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#853

of 3,612 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $9,365,180 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	73,515	$5,974,564
2	PEP	Pepsico Inc	22,360	$3,027,544
3	CELH	Celsius Holdings, Inc.	12,400	$363,072

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,974,564	73,515	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$5,576,138	73,322	-3.7%	Shares	Sole	2026-05-14
2025-12-31	$5,321,129	76,114	+2.3%	Shares	Sole	2026-02-17
2025-09-30	$4,935,335	74,417	+2.0%	Shares	Sole	2025-10-22
2025-06-30	$5,161,354	72,952	-6.0%	Shares	Sole	2025-08-12
2025-03-31	$5,556,136	77,578	+4.9%	Shares	Sole	2025-05-15
2024-12-31	$4,603,877	73,946	-5.9%	Shares	Sole	2025-01-29
2024-09-30	$5,649,561	78,619	+4.5%	Shares	Sole	2024-10-28
2024-06-30	$4,786,734	75,204	+6.9%	Shares	Sole	2024-08-02
2024-03-31	$4,303,584	70,343	+0.6%	Shares	Sole	2024-05-14
2023-12-31	$4,122,507	69,956	+8.9%	Shares	Sole	2024-02-09
2023-09-30	$3,596,379	64,244	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$3,933,510	65,319	-12.7%	Shares	Sole	2023-08-10
2023-03-31	$4,641,022	74,819	-18.4%	Shares	Sole	2023-05-12
2022-12-31	$5,833,927	91,714	-4.0%	Shares	Sole	2023-02-01
2022-09-30	$5,352,374	95,544	+7.2%	Shares	Sole	2023-01-30
2022-06-30	$5,607,231	89,131	+4.6%	Shares	Sole	2023-01-30
2022-03-31	$5,284,384	85,232	+60.0%	Shares	Sole	2023-01-30
2021-12-31	$3,154,057	53,269	+20.6%	Shares	Sole	2023-01-30
2021-09-30	$2,317,914	44,176	+84.0%	Shares	Sole	2023-01-30
2021-06-30	$1,299,343	24,013	+86.7%	Shares	Sole	2023-01-30
2021-03-31	$677,956	12,862	+191.0%	Shares	Sole	2023-01-30
2020-12-31	$242,392	4,420	-7.1%	Shares	Sole	2023-01-30
2020-09-30	$235,001	4,760	-7.4%	Shares	Sole	2023-01-30
2020-06-30	$229,744	5,142	-68.7%	Shares	Sole	2020-08-17
2020-03-31	$726,186	16,411	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.