CERTUITY, LLC

Position in KO — Coca Cola Co

CIK 1800752 NORTH PALM BEACH, FL

Position in KO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,259,062

-$79,019 QoQ

Shares Held

27,797

-9.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,335

of 3,621 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

CERTUITY, LLC holds $3,919,338 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	27,797	$2,259,062
2	MNST	Monster Beverage Corp	21,082	$1,013,200
3	PEP	Pepsico Inc	4,779	$647,076

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,259,062	27,797	-9.6%	Shares	Sole	2026-07-28
2026-03-31	$2,338,081	30,744	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$2,144,139	30,670	+12.2%	Shares	Sole	2026-01-30
2025-09-30	$1,813,255	27,341	+142.2%	Shares	Sole	2025-11-13
2025-06-30	$798,555	11,287	-2.6%	Shares	Sole	2025-08-14
2025-03-31	$829,717	11,585	-16.3%	Shares	Sole	2025-05-13
2024-12-31	$861,740	13,841	-22.1%	Shares	Sole	2025-01-29
2024-09-30	$1,276,592	17,765	+39.7%	Shares	Sole	2024-11-12
2024-06-30	$809,182	12,713	-3.5%	Shares	Sole	2024-08-06
2024-03-31	$806,352	13,180	-9.3%	Shares	Sole	2024-05-15
2023-12-31	$856,135	14,528	+26.7%	Shares	Sole	2024-02-05
2023-09-30	$642,090	11,470	+27.1%	Shares	Sole	2023-11-03
2023-06-30	$543,304	9,022	+11.6%	Shares	Sole	2023-08-09
2023-03-31	$501,326	8,082	+35.3%	Shares	Sole	2023-05-11
2022-12-31	$379,942	5,973	+6.0%	Shares	Sole	2023-02-13
2022-09-30	$315,560	5,633	+47.8%	Shares	Sole	2022-11-08
2022-06-30	$239,812	3,812	+1.4%	Shares	Sole	2022-08-03
2022-03-31	$233,058	3,759	-18.5%	Shares	Sole	2022-05-06
2021-12-31	$273,194	4,614	-27.8%	Shares	Sole	2022-02-28
2021-09-30	$335,178	6,388	+0.7%	Shares	Sole	2021-11-03
2021-06-30	$343,219	6,343	+33.8%	Shares	Sole	2021-08-16
2021-03-31	$249,898	4,741	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.