ARBOR TRUST WEALTH ADVISORS, LLC

Position in KO — Coca Cola Co

CIK 1797135 ANN ARBOR, MI

Position in KO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$900,390

+$32,280 QoQ

Shares Held

11,079

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#2,020

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ARBOR TRUST WEALTH ADVISORS, LLC holds $1,724,124 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	11,079	$900,390
2	PEP	Pepsico Inc	4,096	$554,598
3	MNST	Monster Beverage Corp	5,600	$269,136

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$900,390	11,079	-2.9%	Shares	Sole	2026-08-06
2026-03-31	$868,110	11,415	+1.0%	Shares	Sole	2026-04-29
2025-12-31	$790,332	11,305	-4.0%	Shares	Sole	2026-02-05
2025-09-30	$780,586	11,770	+6.3%	Shares	Sole	2025-11-10
2025-06-30	$783,485	11,074	-11.4%	Shares	Sole	2025-08-07
2025-03-31	$895,250	12,500	-4.4%	Shares	Sole	2025-04-28
2024-12-31	$814,111	13,076	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$941,940	13,108	0.0%	Shares	Sole	2024-10-23
2024-06-30	$834,324	13,108	-3.4%	Shares	Sole	2024-08-02
2024-03-31	$829,967	13,566	+4.2%	Shares	Sole	2024-04-15
2023-12-31	$767,032	13,016	-0.2%	Shares	Sole	2024-01-30
2023-09-30	$729,867	13,038	+1.8%	Shares	Sole	2023-10-10
2023-06-30	$771,598	12,813	-6.3%	Shares	Sole	2023-07-31
2023-03-31	$848,260	13,675	+6.2%	Shares	Sole	2023-05-02
2022-12-31	$819,042	12,876	-0.4%	Shares	Sole	2023-01-31
2022-09-30	$723,946	12,923	-2.5%	Shares	Sole	2022-10-24
2022-06-30	$833,620	13,251	+8.0%	Shares	Sole	2022-07-15
2022-03-31	$760,864	12,272	-5.5%	Shares	Sole	2022-04-25
2021-12-31	$768,545	12,980	0.0%	Shares	Sole	2022-01-20
2021-09-30	$681,060	12,980	-0.8%	Shares	Sole	2021-11-12
2021-06-30	$707,758	13,080	+2.3%	Shares	Sole	2021-07-26
2021-03-31	$673,633	12,780	+1.8%	Shares	Sole	2021-05-10
2020-12-31	$688,516	12,555	-4.9%	Shares	Sole	2021-02-10
2020-09-30	$652,078	13,208	-0.9%	Shares	Sole	2020-11-09
2020-06-30	$595,539	13,329	+2.3%	Shares	Sole	2020-08-05
2020-03-31	$576,533	13,029	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.