Advisor OS, LLC

Position in KO — Coca Cola Co

CIK 1767580 CHICAGO, IL

Position in KO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,458,767

+$81,314 QoQ

Shares Held

42,559

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,104

of 3,621 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advisor OS, LLC holds $5,517,376 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	42,559	$3,458,767
2	PEP	Pepsico Inc	9,895	$1,339,781
3	PRMB	Primo Brands Corp	15,824	$386,737
4	MNST	Monster Beverage Corp	6,910	$332,091

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,458,767	42,559	-4.2%	Shares	Sole	2026-08-05
2026-03-31	$3,377,453	44,411	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$3,115,885	44,570	+13.5%	Shares	Sole	2026-02-04
2025-09-30	$2,603,719	39,260	+3.2%	Shares	Sole	2025-11-12
2025-06-30	$2,691,186	38,038	+7.5%	Shares	Sole	2025-08-14
2025-03-31	$2,533,626	35,376	+4.7%	Shares	Sole	2025-05-06
2024-12-31	$2,103,138	33,780	+6.8%	Shares	Sole	2025-02-05
2024-09-30	$2,273,503	31,638	+4.4%	Shares	Sole	2024-11-04
2024-06-30	$1,928,399	30,297	+14.1%	Shares	Sole	2024-08-05
2024-03-31	$1,625,059	26,562	+29.1%	Shares	Sole	2024-05-09
2023-12-31	$1,212,245	20,571	+19.7%	Shares	Sole	2024-02-08
2023-09-30	$961,676	17,179	+4.6%	Shares	Sole	2023-11-03
2023-06-30	$989,471	16,431	+57.8%	Shares	Sole	2023-08-08
2023-03-31	$646,039	10,415	+14.4%	Shares	Sole	2023-04-25
2022-12-31	$578,911	9,101	+8.1%	Shares	Sole	2023-02-01
2022-09-30	$471,461	8,416	-1.0%	Shares	Sole	2022-11-04
2022-06-30	$534,543	8,497	+7.2%	Shares	Sole	2022-08-02
2022-03-31	$491,350	7,925	-0.2%	Shares	Sole	2022-05-11
2021-12-31	$470,006	7,938	+3.9%	Shares	Sole	2022-02-04
2021-09-30	$400,764	7,638	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$411,071	7,597	-2.4%	Shares	Sole	2021-08-10
2021-03-31	$410,292	7,784	+0.3%	Shares	Other	2021-05-13
2020-12-31	$425,448	7,758	-20.0%	Shares	Sole	2021-02-10
2020-06-30	$433,038	9,692	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.