BAKER TILLY WEALTH MANAGEMENT, LLC

Position in KO — Coca Cola Co

CIK 1840565 MADISON, WI

Position in KO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,109,362

+$222,942 QoQ

Shares Held

25,955

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#1,381

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

BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,199,473 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	25,955	$2,109,362
2	MNST	Monster Beverage Corp	35,280	$1,695,556
3	PEP	Pepsico Inc	2,914	$394,555

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,109,362	25,955	+4.6%	Shares	Sole	2026-07-17
2026-03-31	$1,886,420	24,805	+37.2%	Shares	Sole	2026-04-10
2025-12-31	$1,263,553	18,074	+5.3%	Shares	Sole	2026-01-08
2025-09-30	$1,138,581	17,168	-5.8%	Shares	Sole	2025-10-09
2025-06-30	$1,289,843	18,231	-5.6%	Shares	Sole	2025-07-10
2025-03-31	$1,382,480	19,303	+16.7%	Shares	Sole	2025-04-09
2024-12-31	$1,030,091	16,545	-2.4%	Shares	Sole	2025-01-10
2024-09-30	$1,218,098	16,951	+4.4%	Shares	Sole	2024-10-24
2024-06-30	$1,033,803	16,242	-60.9%	Shares	Sole	2024-07-18
2024-03-31	$2,542,029	41,550	+2.6%	Shares	Sole	2024-05-09
2023-12-31	$2,385,839	40,486	-8.9%	Shares	Sole	2024-01-10
2023-09-30	$2,488,758	44,458	-42.8%	Shares	Sole	2023-10-10
2023-06-30	$4,683,911	77,780	+4.5%	Shares	Sole	2023-07-20
2023-03-31	$4,615,590	74,409	+1.1%	Shares	Sole	2023-04-12
2022-12-31	$4,679,978	73,573	+2.5%	Shares	Sole	2023-01-26
2022-09-30	$4,020,667	71,772	+7.4%	Shares	Sole	2022-10-20
2022-06-30	$4,205,093	66,843	-3.6%	Shares	Sole	2022-07-28
2022-03-31	$4,299,886	69,353	+7.8%	Shares	Sole	2022-04-27
2021-12-31	$3,809,749	64,343	+12.2%	Shares	Sole	2022-02-08
2021-09-30	$3,009,679	57,360	+21.0%	Shares	Sole	2021-11-02
2021-06-30	$2,564,705	47,398	+13.3%	Shares	Sole	2021-07-30
2021-03-31	$2,205,228	41,837	+78.9%	Shares	Sole	2021-04-28
2020-12-31	$1,282,488	23,386	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.