BELLEVUE ASSET MANAGEMENT, LLC

Position in KO — Coca Cola Co

CIK 1801619 BELLEVUE, WA

Position in KO

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

Position Value

$198,217

+$13,416 QoQ

Shares Held

2,439

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#3,343

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $490,615 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	2,151	$291,245
2	KO	Coca Cola Co This page	2,439	$198,217
3	MNST	Monster Beverage Corp	24	$1,153

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,217	2,439	+0.4%	Shares	Sole	2026-08-04
2026-03-31	$184,801	2,430	0.0%	Shares	Sole	2026-04-24
2025-12-31	$169,881	2,430	+0.7%	Shares	Sole	2026-01-23
2025-09-30	$160,030	2,413	-22.2%	Shares	Sole	2025-11-04
2025-06-30	$219,537	3,103	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$221,449	3,092	0.0%	Shares	Sole	2025-04-28
2024-12-31	$192,507	3,092	+0.6%	Shares	Sole	2025-02-06
2024-09-30	$220,897	3,074	+0.3%	Shares	Sole	2024-10-25
2024-06-30	$195,087	3,065	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$187,027	3,057	+0.0%	Shares	Sole	2024-04-26
2023-12-31	$180,090	3,056	-4.4%	Shares	Sole	2024-02-06
2023-09-30	$178,912	3,196	+0.2%	Shares	Sole	2023-10-25
2023-06-30	$192,162	3,191	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$197,627	3,186	+6.7%	Shares	Sole	2023-05-09
2022-12-31	$189,939	2,986	+0.3%	Shares	Sole	2023-01-23
2022-09-30	$166,771	2,977	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$187,031	2,973	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$184,016	2,968	-0.0%	Shares	Sole	2022-05-11
2021-12-31	$175,794	2,969	+0.3%	Shares	Sole	2022-02-03
2021-09-30	$155,258	2,959	+0.1%	Shares	Sole	2021-11-05
2021-06-30	$159,949	2,956	-6.7%	Shares	Sole	2021-08-09
2021-03-31	$166,985	3,168	0.0%	Shares	Sole	2021-05-12
2020-12-31	$173,733	3,168	-11.1%	Shares	Sole	2021-02-11
2020-09-30	$176,004	3,565	0.0%	Shares	Sole	2020-11-12
2020-06-30	$159,284	3,565	0.0%	Shares	Sole	2020-07-31
2020-03-31	$157,751	3,565	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.