Concord Wealth Partners

Position in KO — Coca Cola Co

CIK 1814214 ABINGDON, VA

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,585,849

+$266,304 QoQ

Shares Held

68,732

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#882

of 3,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $6,697,739 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (83.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	68,732	$5,585,849
2	PEP	Pepsico Inc	8,196	$1,109,738
3	FIZZ	National Beverage Corp	69	$2,152

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,585,849	68,732	-1.7%	Shares	Sole	2026-07-27
2026-03-31	$5,319,545	69,948	+1.0%	Shares	Sole	2026-05-01
2025-12-31	$4,840,778	69,243	+3.9%	Shares	Sole	2026-01-29
2025-09-30	$4,420,493	66,654	+8.5%	Shares	Sole	2025-11-05
2025-06-30	$4,348,082	61,457	-14.6%	Shares	Sole	2025-07-25
2025-03-31	$5,153,631	71,958	-5.3%	Shares	Sole	2025-05-02
2024-12-31	$4,729,331	75,961	+13.1%	Shares	Sole	2025-01-24
2024-09-30	$4,828,057	67,187	+4.8%	Shares	Sole	2024-10-24
2024-06-30	$4,080,919	64,115	+5.1%	Shares	Sole	2024-07-31
2024-03-31	$3,733,325	61,022	+40.9%	Shares	Sole	2024-04-30
2023-12-31	$2,551,374	43,295	+33.9%	Shares	Sole	2024-04-30
2023-09-30	$1,810,449	32,341	+6.6%	Shares	Sole	2024-04-30
2023-06-30	$1,827,797	30,352	+60.4%	Shares	Sole	2023-08-08
2023-03-31	$1,173,917	18,925	+37.7%	Shares	Sole	2023-04-26
2022-12-31	$874,065	13,741	-6.2%	Shares	Sole	2023-01-30
2022-09-30	$820,524	14,647	+3.1%	Shares	Sole	2022-11-10
2022-06-30	$893,699	14,206	+36.2%	Shares	Sole	2022-08-04
2022-03-31	$646,784	10,432	+30.4%	Shares	Sole	2022-04-20
2021-12-31	$473,620	7,999	+34.4%	Shares	Sole	2022-01-21
2021-09-30	$312,248	5,951	-24.5%	Shares	Sole	2021-11-09
2021-06-30	$426,440	7,881	-12.3%	Shares	Sole	2021-07-29
2021-03-31	$473,493	8,983	+29.6%	Shares	Sole	2021-05-13
2020-12-31	$379,986	6,929	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.