WADDELL & ASSOCIATES, LLC

Position in KO — Coca Cola Co

CIK 1776757 MEMPHIS, TN

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,189,386

+$64,835 QoQ

Shares Held

14,635

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,781

of 3,621 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Defensive · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,699,351 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	14,635	$1,189,386
2	PEP	Pepsico Inc	6,279	$850,176
3	COKE	Coca-Cola Consolidated, Inc.	1,803	$344,228
4	MNST	Monster Beverage Corp	6,566	$315,561

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,189,386	14,635	-1.0%	Shares	Sole	2026-07-15
2026-03-31	$1,124,551	14,787	+1.2%	Shares	Sole	2026-05-11
2025-12-31	$1,021,385	14,610	-1.6%	Shares	Sole	2026-02-11
2025-09-30	$984,321	14,842	+6.4%	Shares	Sole	2025-11-10
2025-06-30	$986,538	13,944	-15.6%	Shares	Sole	2025-08-12
2025-03-31	$1,183,806	16,529	-2.9%	Shares	Sole	2025-05-14
2024-12-31	$1,060,225	17,029	-16.9%	Shares	Sole	2025-05-14
2024-09-30	$1,471,980	20,484	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$1,304,825	20,500	+1.6%	Shares	Sole	2024-08-06
2024-03-31	$1,235,040	20,187	-13.6%	Shares	Sole	2024-05-08
2023-12-31	$1,377,488	23,375	-13.9%	Shares	Sole	2024-02-14
2023-09-30	$1,519,073	27,136	+0.7%	Shares	Sole	2023-11-07
2023-06-30	$1,622,748	26,947	-1.8%	Shares	Sole	2023-08-07
2023-03-31	$1,702,599	27,448	-2.2%	Shares	Sole	2023-05-10
2022-12-31	$1,784,578	28,055	+3.7%	Shares	Sole	2023-02-10
2022-09-30	$1,514,892	27,042	+0.4%	Shares	Sole	2022-11-02
2022-06-30	$1,694,417	26,934	+1.9%	Shares	Sole	2022-07-27
2022-03-31	$1,639,156	26,438	-0.1%	Shares	Sole	2022-04-21
2021-12-31	$1,567,347	26,471	+2.8%	Shares	Sole	2022-02-01
2021-09-30	$1,350,892	25,746	+38.2%	Shares	Sole	2021-11-10
2021-06-30	$1,008,015	18,629	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.