TFC Financial Management, Inc.

Position in KO — Coca Cola Co

CIK 1827844 BOSTON, MA

Position in KO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$340,602

+$24,615 QoQ

Shares Held

4,191

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,822

of 3,621 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

TFC Financial Management, Inc. holds $604,260 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	4,191	$340,602
2	PEP	Pepsico Inc	1,851	$250,625
3	MNST	Monster Beverage Corp	132	$6,343
4	PRMB	Primo Brands Corp	251	$6,134
5	CELH	Celsius Holdings, Inc.	19	$556

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,602	4,191	+0.9%	Shares	Sole	2026-07-23
2026-03-31	$315,987	4,155	-0.0%	Shares	Sole	2026-04-23
2025-12-31	$290,615	4,157	-24.2%	Shares	Sole	2026-01-23
2025-09-30	$363,765	5,485	+21.0%	Shares	Sole	2025-10-24
2025-06-30	$320,639	4,532	+9.4%	Shares	Sole	2025-07-29
2025-03-31	$296,793	4,144	-9.6%	Shares	Sole	2025-04-24
2024-12-31	$285,399	4,584	+0.2%	Shares	Sole	2025-01-29
2024-09-30	$328,903	4,577	+3.9%	Shares	Sole	2024-10-25
2024-06-30	$280,378	4,405	+0.5%	Shares	Sole	2024-07-23
2024-03-31	$268,213	4,384	-1.2%	Shares	Sole	2024-04-30
2023-12-31	$261,590	4,439	-2.5%	Shares	Sole	2024-01-25
2023-09-30	$254,764	4,551	+2.9%	Shares	Sole	2023-10-23
2023-06-30	$266,353	4,423	+0.5%	Shares	Sole	2023-08-07
2023-03-31	$272,994	4,401	+1.4%	Shares	Sole	2023-05-08
2022-12-31	$276,131	4,341	+0.0%	Shares	Sole	2023-02-13
2022-09-30	$243,126	4,340	0.0%	Shares	Sole	2022-10-21
2022-06-30	$273,029	4,340	0.0%	Shares	Sole	2022-08-03
2022-03-31	$269,080	4,340	0.0%	Shares	Sole	2022-05-04
2021-12-31	$256,971	4,340	-6.5%	Shares	Sole	2022-02-02
2021-09-30	$243,460	4,640	+6.9%	Shares	Sole	2021-11-02
2021-06-30	$234,837	4,340	0.0%	Shares	Sole	2021-07-29
2021-03-31	$228,761	4,340	0.0%	Shares	Sole	2021-05-03
2020-12-31	$238,005	4,340	0.0%	Shares	Sole	2021-02-10
2020-09-30	$214,265	4,340	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.