DELTA FINANCIAL ADVISORS LLC

Position in KO — Coca Cola Co

CIK 1790295 Metairie, LA

Position in KO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,548,518

+$86,001 QoQ

Shares Held

19,054

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,585

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $5,864,913 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	17,343	$2,348,242
2	MNST	Monster Beverage Corp	40,952	$1,968,153
3	KO	Coca Cola Co This page	19,054	$1,548,518

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,548,518	19,054	-0.9%	Shares	Sole	2026-08-05
2026-03-31	$1,462,517	19,231	+9.1%	Shares	Sole	2026-05-05
2025-12-31	$1,232,233	17,626	+25.5%	Shares	Sole	2026-02-06
2025-09-30	$931,597	14,047	+12.8%	Shares	Sole	2025-10-30
2025-06-30	$881,120	12,454	-2.6%	Shares	Sole	2025-08-07
2025-03-31	$915,876	12,788	0.0%	Shares	Sole	2025-05-13
2024-12-31	$796,180	12,788	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$914,346	12,724	+0.3%	Shares	Sole	2024-11-04
2024-06-30	$807,654	12,689	+0.3%	Shares	Sole	2024-08-06
2024-03-31	$774,171	12,654	0.0%	Shares	Sole	2024-05-07
2023-12-31	$745,700	12,654	-12.7%	Shares	Sole	2024-01-31
2023-09-30	$811,318	14,493	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$870,781	14,460	+10.6%	Shares	Sole	2023-08-03
2023-03-31	$810,856	13,072	-0.8%	Shares	Sole	2023-05-04
2022-12-31	$837,870	13,172	+0.5%	Shares	Sole	2023-02-01
2022-09-30	$734,366	13,109	-1.7%	Shares	Sole	2022-10-27
2022-06-30	$838,904	13,335	-1.0%	Shares	Sole	2022-08-01
2022-03-31	$835,264	13,472	0.0%	Shares	Sole	2022-05-06
2021-12-31	$797,677	13,472	-1.7%	Shares	Sole	2022-02-04
2021-09-30	$719,311	13,709	+0.2%	Shares	Sole	2021-10-26
2021-06-30	$740,062	13,677	+0.2%	Shares	Sole	2021-08-04
2021-03-31	$719,227	13,645	0.0%	Shares	Sole	2021-04-29
2020-12-31	$748,291	13,645	-0.5%	Shares	Sole	2021-01-28
2020-09-30	$677,257	13,718	+0.3%	Shares	Sole	2020-10-20
2020-06-30	$611,267	13,681	-0.6%	Shares	Sole	2020-08-04
2020-03-31	$608,835	13,759	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.