Carolina Wealth Advisors, LLC

Position in KO — Coca Cola Co

CIK 1786411 MYRTLE BEACH, SC

Position in KO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,861,815

+$286,343 QoQ

Shares Held

59,823

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.07%

of 13F equity value

Holder Rank

#937

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $7,356,777 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	59,823	$4,861,815
2	PEP	Pepsico Inc	18,340	$2,483,236
3	MNST	Monster Beverage Corp	244	$11,726

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,861,815	59,823	-0.6%	Shares	Sole	2026-07-09
2026-03-31	$4,575,472	60,164	+945.6%	Shares	Sole	2026-04-07
2025-12-31	$402,262	5,754	+32.7%	Shares	Sole	2026-01-21
2025-09-30	$287,497	4,335	+161.3%	Shares	Sole	2025-10-07
2025-06-30	$117,374	1,659	+267.8%	Shares	Sole	2025-07-22
2025-03-31	$32,300	451	+28.9%	Shares	Sole	2025-04-24
2024-12-31	$21,791	350	-21.5%	Shares	Sole	2025-01-14
2024-09-30	$32,049	446	0.0%	Shares	Sole	2024-10-21
2024-06-30	$28,387	446	0.0%	Shares	Sole	2024-07-12
2024-03-31	$27,286	446	0.0%	Shares	Sole	2024-04-05
2023-12-31	$26,282	446	0.0%	Shares	Sole	2024-01-23
2023-09-30	$24,967	446	0.0%	Shares	Sole	2023-10-17
2023-06-30	$26,858	446	+45.8%	Shares	Sole	2023-07-17
2023-03-31	$18,981	306	0.0%	Shares	Sole	2023-04-14
2022-12-31	$19,464	306	0.0%	Shares	Sole	2023-01-10
2022-09-30	$17,142	306	0.0%	Shares	Sole	2022-10-14
2022-06-30	$19,250	306	0.0%	Shares	Sole	2022-07-19
2022-03-31	$18,972	306	0.0%	Shares	Sole	2022-04-18
2021-12-31	$18,118	306	-96.0%	Shares	Sole	2022-01-24
2021-09-30	$402,707	7,675	-3.3%	Shares	Sole	2021-10-22
2021-06-30	$429,525	7,938	-2.3%	Shares	Sole	2021-07-22
2021-03-31	$428,426	8,128	-49.8%	Shares	Sole	2021-04-09
2020-12-31	$887,749	16,188	-1.2%	Shares	Sole	2021-01-29
2020-09-30	$809,223	16,391	+9.1%	Shares	Sole	2020-10-19
2020-06-30	$671,540	15,030	+10.1%	Shares	Sole	2020-07-31
2020-03-31	$603,879	13,647	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.