CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in KO — Coca Cola Co

CIK 1766904 RICHMOND, VA

Position in KO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$956,216

+$328,734 QoQ

Shares Held

11,766

+42.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,964

of 3,621 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Consumer Defensive · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,139,453 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	11,766	$956,216
2	PEP	Pepsico Inc	3,594	$486,623
3	MNST	Monster Beverage Corp	7,092	$340,838
4	KDP	Keurig Dr Pepper Inc.	9,937	$325,232
5	COKE	Coca-Cola Consolidated, Inc.	160	$30,544

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,216	11,766	+42.6%	Shares	Other	2026-07-17
2026-03-31	$627,482	8,251	+28.5%	Shares	Other	2026-04-29
2025-12-31	$448,817	6,420	+13.7%	Shares	Other	2026-02-09
2025-09-30	$374,506	5,647	+4.9%	Shares	Other	2025-11-10
2025-06-30	$380,773	5,382	+12.0%	Shares	Other	2025-08-13
2025-03-31	$344,129	4,805	+59.8%	Shares	Other	2025-05-09
2024-12-31	$187,214	3,007	-97.5%	Shares	Other	2025-02-14
2024-09-30	$8,660,276	120,516	-1.0%	Shares	Defined	2024-10-30
2024-06-30	$7,751,103	121,777	+7.9%	Shares	Other	2024-07-22
2024-03-31	$6,904,773	112,860	+0.4%	Shares	Defined	2024-04-30
2023-12-31	$6,622,845	112,385	+5.2%	Shares	Defined	2024-02-07
2023-09-30	$5,982,357	106,866	+7.0%	Shares	Defined	2023-11-13
2023-06-30	$6,013,749	99,863	+0.7%	Shares	Defined	2023-08-10
2023-03-31	$6,150,646	99,156	-0.3%	Shares	Defined	2023-05-12
2022-12-31	$6,328,558	99,490	-2.4%	Shares	Defined	2023-02-14
2022-09-30	$5,708,942	101,909	+15.1%	Shares	Sole	2022-11-14
2022-06-30	$5,572,316	88,576	+292.6%	Shares	Sole	2022-08-15
2022-03-31	$1,398,720	22,560	+25.0%	Shares	Sole	2022-05-16
2021-12-31	$1,068,326	18,043	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$933,966	17,800	-11.6%	Shares	Sole	2021-11-15
2021-06-30	$1,089,396	20,133	+90.1%	Shares	Sole	2021-08-16
2021-03-31	$558,357	10,593	-73.7%	Shares	Sole	2021-05-17
2020-12-31	$2,206,816	40,241	+120.1%	Shares	Sole	2021-02-12
2020-09-30	$902,532	18,281	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.