N.E.W. Advisory Services LLC

Position in KO — Coca Cola Co

CIK 1803456 DE PERE, WI

Position in KO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$892,750

+$116,432 QoQ

Shares Held

10,985

+7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,032

of 3,621 holders

Holding Since

Dec 2020

23 quarters on record

Consumer Defensive · as of Jun 30, 2026

N.E.W. Advisory Services LLC holds $1,387,356 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (64.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	10,985	$892,750
2	PEP	Pepsico Inc	3,127	$423,395
3	KDP	Keurig Dr Pepper Inc.	2,000	$65,460
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	37	$3,702
5	CELH	Celsius Holdings, Inc.	70	$2,049

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$892,750	10,985	+7.6%	Shares	Sole	2026-08-06
2026-03-31	$776,318	10,208	-0.8%	Shares	Sole	2026-05-05
2025-12-31	$719,513	10,292	+0.7%	Shares	Sole	2026-01-28
2025-09-30	$677,657	10,218	-0.7%	Shares	Sole	2025-10-27
2025-06-30	$728,017	10,290	-1.4%	Shares	Sole	2025-08-18
2025-03-31	$747,426	10,436	+1.5%	Shares	Sole	2025-05-07
2024-12-31	$640,344	10,285	+1.7%	Shares	Sole	2025-01-24
2024-09-30	$726,504	10,110	+1.4%	Shares	Sole	2024-10-31
2024-06-30	$634,717	9,972	-6.6%	Shares	Sole	2024-08-05
2024-03-31	$653,096	10,675	-2.6%	Shares	Sole	2024-04-24
2023-12-31	$645,872	10,960	-1.7%	Shares	Sole	2024-02-06
2023-09-30	$624,065	11,148	+1.1%	Shares	Sole	2023-11-06
2023-06-30	$664,286	11,031	-20.8%	Shares	Sole	2023-08-04
2023-03-31	$864,201	13,932	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$880,044	13,835	-2.8%	Shares	Sole	2023-02-13
2022-09-30	$796,996	14,227	-8.0%	Shares	Sole	2022-11-14
2022-06-30	$973,343	15,472	-9.6%	Shares	Sole	2022-08-01
2022-03-31	$1,061,502	17,121	+8.4%	Shares	Sole	2022-04-11
2021-12-31	$934,748	15,787	-0.9%	Shares	Sole	2022-01-18
2021-09-30	$836,161	15,936	-0.9%	Shares	Sole	2021-10-13
2021-06-30	$869,872	16,076	-6.1%	Shares	Sole	2021-07-15
2021-03-31	$902,447	17,121	-14.0%	Shares	Sole	2021-04-14
2020-12-31	$1,091,974	19,912	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.