AXS Investments LLC

Position in KO — Coca Cola Co

CIK 1801467 PORT CHESTER, NY

Position in KO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$223,329

+$3,697 QoQ

Shares Held

2,748

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,246

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

AXS Investments LLC holds $391,955 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	2,748	$223,329
2	PEP	Pepsico Inc	894	$121,047
3	MNST	Monster Beverage Corp	990	$47,579

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,329	2,748	-4.8%	Shares	Sole	2026-08-10
2026-03-31	$219,632	2,888	-31.9%	Shares	Sole	2026-05-06
2025-12-31	$296,278	4,238	-14.4%	Shares	Sole	2026-05-13
2025-09-30	$328,482	4,953	+35.3%	Shares	Sole	2026-05-13
2025-06-30	$258,945	3,660	-21.0%	Shares	Sole	2025-08-11
2025-03-31	$331,958	4,635	-14.4%	Shares	Sole	2025-05-09
2024-12-31	$337,137	5,415	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$391,852	5,453	-16.3%	Shares	Sole	2024-11-13
2024-06-30	$414,488	6,512	-4.8%	Shares	Sole	2024-08-13
2024-03-31	$418,410	6,839	+6.5%	Shares	Sole	2024-08-16
2023-12-31	$378,566	6,424	-11.1%	Shares	Sole	2024-02-09
2023-09-30	$404,623	7,228	-27.3%	Shares	Sole	2023-11-09
2023-06-30	$599,008	9,947	-12.2%	Shares	Sole	2023-08-10
2023-03-31	$702,985	11,333	-6.4%	Shares	Sole	2023-05-12
2022-12-31	$770,062	12,106	-10.8%	Shares	Sole	2023-02-13
2022-09-30	$760,023	13,567	-13.7%	Shares	Sole	2022-11-07
2022-06-30	$989,322	15,726	-14.0%	Shares	Sole	2022-08-11
2022-03-31	$1,133,670	18,285	-20.3%	Shares	Sole	2022-05-13
2021-12-31	$1,357,922	22,934	-96.4%	Shares	Sole	2022-02-09
2021-09-30	$33,649,430	641,308	+3368.8%	Shares	Sole	2021-11-05
2021-06-30	$1,000,385	18,488	-21.9%	Shares	Sole	2021-07-28
2021-03-31	$1,248,014	23,677	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.