Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,669,909
+$1,888,632 QoQ
Shares Held
45,157
+49.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#1,072
of 3,621 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Brendel Financial Advisors LLC holds $6,750,555 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
45,157 | $3,669,909 | |
| 2 | MNST |
Monster Beverage Corp
|
64,100 | $3,080,646 |
All Filings in KO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,669,909 | 45,157 | Shares | Sole | 2026-07-31 | |
| 2023-12-31 | $1,781,277 | 30,227 | Shares | Sole | 2024-02-01 | |
| 2022-06-30 | $3,839,145 | 61,026 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,106,880 | 66,240 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $703 | 13 | Shares | Sole | 2021-07-21 | |
| 2020-03-31 | $442,986 | 10,011 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||