Founders Financial Alliance, LLC

Position in KO — Coca Cola Co

CIK 1832190 RALEIGH, NC

Position in KO

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

Position Value

$1,544,698

+$108,874 QoQ

Shares Held

19,007

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,587

of 3,621 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $3,917,608 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	19,007	$1,544,698
2	PEP	Pepsico Inc	9,377	$1,269,645
3	MNST	Monster Beverage Corp	22,956	$1,103,265

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,544,698	19,007	+0.7%	Shares	Sole	2026-08-04
2026-03-31	$1,435,824	18,880	-1.0%	Shares	Sole	2026-05-11
2025-12-31	$1,333,882	19,080	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$1,253,182	18,896	-6.0%	Shares	Sole	2025-11-07
2025-06-30	$1,422,641	20,108	-6.3%	Shares	Sole	2025-08-12
2025-03-31	$1,537,753	21,471	+3.4%	Shares	Sole	2025-05-12
2024-12-31	$1,292,953	20,767	+1.1%	Shares	Sole	2025-02-07
2024-09-30	$1,476,148	20,542	+2.0%	Shares	Sole	2024-11-01
2024-06-30	$1,281,274	20,130	-3.0%	Shares	Sole	2024-08-26
2024-03-31	$1,269,729	20,754	-7.6%	Shares	Sole	2024-05-14
2023-12-31	$1,323,332	22,456	-2.6%	Shares	Sole	2024-02-09
2023-09-30	$1,290,227	23,048	-6.0%	Shares	Sole	2023-11-13
2023-06-30	$1,477,015	24,527	+10.2%	Shares	Sole	2023-08-11
2023-03-31	$1,381,159	22,266	-4.1%	Shares	Sole	2023-05-15
2022-12-31	$1,476,451	23,211	+1.3%	Shares	Sole	2023-02-15
2022-09-30	$1,283,586	22,913	+67.9%	Shares	Sole	2022-11-14
2022-06-30	$858,281	13,643	-40.8%	Shares	Sole	2022-08-15
2022-03-31	$1,429,906	23,063	-1.9%	Shares	Sole	2022-05-12
2021-12-31	$1,391,494	23,501	-2.9%	Shares	Sole	2022-02-14
2021-09-30	$1,269,612	24,197	-1.2%	Shares	Sole	2021-11-15
2021-06-30	$1,325,246	24,492	+5.5%	Shares	Sole	2021-08-02
2021-03-31	$1,223,331	23,209	-4.1%	Shares	Sole	2021-05-14
2020-12-31	$1,326,887	24,196	+5.5%	Shares	Sole	2021-02-04
2020-09-30	$1,132,090	22,931	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.