GREAT VALLEY ADVISOR GROUP, INC.

Position in KO — Coca Cola Co

CIK 1769897 WILMINGTON, DE

Position in KO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,008,372

+$595,133 QoQ

Shares Held

73,931

+3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#850

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $12,524,850 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	73,931	$6,008,372
2	PEP	Pepsico Inc	38,407	$5,200,307
3	MNST	Monster Beverage Corp	27,386	$1,316,171

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,008,372	73,931	+3.9%	Shares	Sole	2026-08-10
2026-03-31	$5,413,239	71,180	+36.6%	Shares	Sole	2026-05-11
2025-12-31	$3,642,520	52,103	+5.3%	Shares	Sole	2026-02-12
2025-09-30	$3,280,187	49,460	-3.2%	Shares	Sole	2025-11-14
2025-06-30	$3,613,202	51,070	-5.5%	Shares	Sole	2025-08-14
2025-03-31	$3,869,699	54,031	+6.7%	Shares	Sole	2025-05-08
2024-12-31	$3,151,414	50,617	+1.3%	Shares	Sole	2025-02-24
2024-09-30	$3,590,987	49,972	+4.1%	Shares	Sole	2024-11-12
2024-06-30	$3,055,963	48,012	-49.8%	Shares	Sole	2024-07-16
2024-03-31	$5,849,725	95,615	+30.3%	Shares	Sole	2024-05-06
2023-12-31	$4,324,872	73,390	+21.6%	Shares	Sole	2024-02-06
2023-09-30	$3,377,777	60,339	+25.6%	Shares	Sole	2023-11-07
2023-06-30	$2,892,908	48,039	-19.8%	Shares	Sole	2023-08-10
2023-03-31	$3,713,550	59,867	-3.2%	Shares	Sole	2023-05-03
2022-12-31	$3,935,232	61,865	-2.5%	Shares	Sole	2023-02-01
2022-09-30	$3,553,740	63,437	-0.5%	Shares	Sole	2022-10-21
2022-06-30	$4,010,323	63,747	+12.2%	Shares	Sole	2022-07-19
2022-03-31	$3,523,026	56,823	+0.5%	Shares	Sole	2022-04-20
2021-12-31	$3,348,621	56,555	+0.3%	Shares	Sole	2022-02-10
2021-09-30	$2,957,524	56,366	+4.8%	Shares	Sole	2021-10-14
2021-06-30	$2,910,522	53,789	+4.3%	Shares	Sole	2021-07-27
2021-03-31	$2,718,043	51,566	+2.8%	Shares	Sole	2021-04-20
2020-12-31	$2,750,938	50,163	+111.5%	Shares	Sole	2021-01-29
2020-09-30	$1,171,155	23,722	+0.0%	Shares	Sole	2020-10-21
2020-06-30	$1,059,586	23,715	+65.9%	Shares	Sole	2020-07-31
2020-03-31	$632,465	14,293	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.