OneAscent Financial Services LLC

Position in KO — Coca Cola Co

CIK 1780985 BIRMINGHAM, AL

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,168,825

+$73,705 QoQ

Shares Held

14,382

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,801

of 3,631 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

OneAscent Financial Services LLC holds $3,194,045 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZVIA	Zevia PBC	750,375	$1,223,111
2	KO	Coca Cola Co This page	14,382	$1,168,825
3	PEP	Pepsico Inc	5,924	$802,109

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,825	14,382	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$1,095,120	14,400	+76.3%	Shares	Sole	2026-04-21
2025-12-31	$571,024	8,168	+52.9%	Shares	Sole	2026-02-11
2025-09-30	$354,281	5,342	-63.7%	Shares	Sole	2025-10-22
2025-06-30	$1,040,025	14,700	-51.3%	Shares	Sole	2025-08-12
2025-03-31	$2,159,772	30,156	+147.5%	Shares	Sole	2025-05-05
2024-12-31	$758,638	12,185	-0.8%	Shares	Sole	2025-02-12
2024-09-30	$882,297	12,278	+25.9%	Shares	Sole	2024-11-07
2024-03-31	$596,443	9,749	-2.1%	Shares	Sole	2024-04-16
2023-12-31	$586,589	9,954	+130.7%	Shares	Sole	2024-01-11
2023-09-30	$241,553	4,315	+21.5%	Shares	Sole	2023-10-13
2023-03-31	$220,206	3,550	-55.1%	Shares	Sole	2023-04-17
2020-09-30	$390,220	7,904	+64.9%	Shares	Sole	2020-11-02
2020-06-30	$214,106	4,792	-6.8%	Shares	Sole	2020-07-21
2020-03-31	$227,445	5,140	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.