Symphony Financial, Ltd. Co.

Position in KO — Coca Cola Co

CIK 1800687 HOUSTON, TX

Position in KO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,620,551

+$247,791 QoQ

Shares Held

32,245

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,257

of 3,631 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $5,058,964 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	32,245	$2,620,551
2	PEP	Pepsico Inc	16,455	$2,228,007
3	MNST	Monster Beverage Corp	4,378	$210,406

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,620,551	32,245	+3.3%	Shares	Sole	2026-08-04
2026-03-31	$2,372,760	31,200	+12.2%	Shares	Sole	2026-05-01
2025-12-31	$1,944,826	27,819	+5.5%	Shares	Sole	2026-02-11
2025-09-30	$1,747,996	26,357	+10.1%	Shares	Sole	2025-10-31
2025-06-30	$1,694,038	23,944	+3.0%	Shares	Sole	2025-08-15
2024-12-31	$1,446,922	23,240	-1.6%	Shares	Sole	2025-01-24
2024-09-30	$1,697,405	23,621	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$1,507,868	23,690	+0.7%	Shares	Sole	2024-07-18
2024-03-31	$1,439,320	23,526	-1.6%	Shares	Sole	2024-04-17
2023-12-31	$1,408,309	23,898	+6.1%	Shares	Sole	2024-01-18
2023-09-30	$1,261,173	22,529	-6.6%	Shares	Sole	2023-11-07
2023-06-30	$1,453,108	24,130	-16.8%	Shares	Sole	2023-07-12
2023-03-31	$1,798,621	28,996	-3.3%	Shares	Sole	2023-05-03
2022-12-31	$1,907,727	29,991	+39.1%	Shares	Sole	2023-01-26
2022-09-30	$1,207,735	21,559	+5.7%	Shares	Sole	2022-10-28
2022-06-30	$1,282,986	20,394	+6.6%	Shares	Sole	2022-07-18
2022-03-31	$1,186,432	19,136	+43.6%	Shares	Sole	2022-05-13
2021-12-31	$789,150	13,328	+24.9%	Shares	Sole	2022-01-19
2021-09-30	$560,012	10,673	-15.6%	Shares	Sole	2021-10-12
2021-06-30	$684,653	12,653	-23.8%	Shares	Sole	2021-07-13
2021-03-31	$875,460	16,609	+23.4%	Shares	Sole	2021-04-15
2020-12-31	$737,927	13,456	-10.9%	Shares	Sole	2021-01-13
2020-09-30	$745,980	15,110	-70.0%	Shares	Sole	2020-10-09
2020-06-30	$2,251,559	50,393	+36.2%	Shares	Sole	2020-07-08
2020-03-31	$1,637,736	37,011	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.