Regent Peak Wealth Advisors LLC

Position in KO — Coca Cola Co

CIK 1803329 ATLANTA, GA

Position in KO

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

Position Value

$11,400,149

+$1,078,415 QoQ

Shares Held

140,275

+3.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.59%

of 13F equity value

Holder Rank

#605

of 3,621 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $12,253,503 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	140,275	$11,400,149
2	MNST	Monster Beverage Corp	11,696	$562,109
3	PEP	Pepsico Inc	2,151	$291,245

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,400,149	140,275	+3.4%	Shares	Sole	2026-07-10
2026-03-31	$10,321,734	135,723	+1.7%	Shares	Sole	2026-04-14
2025-12-31	$9,333,544	133,508	-0.1%	Shares	Sole	2026-01-08
2025-09-30	$8,859,224	133,583	-0.3%	Shares	Sole	2025-10-16
2025-03-31	$9,595,432	133,977	-2.9%	Shares	Sole	2025-04-14
2024-12-31	$8,593,685	138,029	-14.1%	Shares	Sole	2025-01-07
2024-09-30	$11,546,967	160,687	-2.0%	Shares	Sole	2024-10-16
2024-06-30	$10,441,018	164,038	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$9,925,782	162,239	-1.8%	Shares	Sole	2024-05-01
2023-12-31	$9,733,644	165,173	+0.6%	Shares	Sole	2024-01-23
2023-09-30	$9,188,893	164,146	+0.6%	Shares	Sole	2023-11-03
2023-06-30	$9,825,434	163,159	-1.6%	Shares	Sole	2023-07-19
2023-03-31	$10,286,000	165,823	+146.7%	Shares	Sole	2023-04-24
2022-12-31	$4,276,055	67,223	+23.2%	Shares	Sole	2023-02-08
2022-09-30	$3,056,003	54,552	-64.1%	Shares	Sole	2022-11-14
2022-06-30	$9,566,031	152,059	+1.0%	Shares	Sole	2022-08-11
2022-03-31	$9,334,410	150,555	+1.1%	Shares	Sole	2022-05-03
2021-12-31	$8,816,132	148,896	+1.1%	Shares	Sole	2022-02-11
2021-09-30	$7,725,997	147,246	+193.1%	Shares	Sole	2021-11-08
2021-06-30	$2,718,161	50,234	-7.6%	Shares	Sole	2021-08-16
2021-03-31	$2,865,789	54,369	+9.4%	Shares	Sole	2021-04-28
2020-12-31	$2,725,602	49,701	+1.5%	Shares	Sole	2021-02-12
2020-09-30	$2,416,710	48,951	+5.0%	Shares	Sole	2020-11-04
2020-06-30	$2,083,830	46,639	-8.0%	Shares	Sole	2020-08-05
2020-03-31	$2,242,899	50,687	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.