GoalVest Advisory LLC

Position in KO — Coca Cola Co

CIK 1839307 NEW YORK, NY

Position in KO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$111,583

+$4,657 QoQ

Shares Held

1,373

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,404

of 3,621 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,305,994 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	8,810	$1,192,874
2	KO	Coca Cola Co This page	1,373	$111,583
3	MNST	Monster Beverage Corp	32	$1,537

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,583	1,373	-2.3%	Shares	Sole	2026-07-09
2026-03-31	$106,926	1,406	+3.2%	Shares	Sole	2026-04-13
2025-12-31	$95,287	1,363	+76.6%	Shares	Sole	2026-01-05
2025-09-30	$51,199	772	0.0%	Shares	Sole	2025-10-22
2025-06-30	$54,619	772	+82.9%	Shares	Sole	2025-08-01
2025-03-31	$30,223	422	+14.7%	Shares	Sole	2025-04-07
2024-12-31	$22,911	368	+0.8%	Shares	Sole	2025-01-17
2024-09-30	$26,228	365	0.0%	Shares	Sole	2024-11-06
2024-06-30	$23,232	365	-63.1%	Shares	Sole	2024-07-30
2024-03-31	$60,445	988	+8.3%	Shares	Sole	2024-04-15
2023-12-31	$53,744	912	+6.8%	Shares	Sole	2024-01-02
2023-09-30	$47,806	854	+149.7%	Shares	Sole	2023-10-10
2023-06-30	$20,595	342	-85.4%	Shares	Sole	2023-07-17
2023-03-31	$145,212	2,341	-15.8%	Shares	Sole	2023-04-03
2022-12-31	$176,835	2,780	0.0%	Shares	Sole	2023-01-06
2022-09-30	$155,735	2,780	-77.4%	Shares	Sole	2022-10-11
2022-06-30	$772,471	12,279	+2.2%	Shares	Sole	2022-07-06
2022-03-31	$744,868	12,014	+10.1%	Shares	Sole	2022-05-03
2021-06-30	$590,610	10,915	+7.4%	Shares	Sole	2021-09-01
2021-03-31	$535,902	10,167	-22.6%	Shares	Sole	2021-05-13
2020-12-31	$720,049	13,130	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.