Lifestyle Asset Management, Inc.

Position in KO — Coca Cola Co

CIK 1845675 Friendswood, TX

Position in KO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$385,788

+$43,563 QoQ

Shares Held

4,747

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,716

of 3,620 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $1,096,343 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	9,646	$463,586
2	KO	Coca Cola Co This page	4,747	$385,788
3	PEP	Pepsico Inc	1,824	$246,969

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,788	4,747	+5.5%	Shares	Sole	2026-07-20
2026-03-31	$342,225	4,500	+9.6%	Shares	Sole	2026-04-10
2025-12-31	$286,980	4,105	+8.5%	Shares	Sole	2026-02-11
2025-09-30	$250,822	3,782	+7.0%	Shares	Sole	2025-10-09
2025-06-30	$250,172	3,536	+10.3%	Shares	Sole	2025-07-09
2025-03-31	$229,613	3,206	+11.3%	Shares	Sole	2025-04-10
2024-09-30	$206,956	2,880	-12.5%	Shares	Sole	2024-10-31
2024-03-31	$201,465	3,293	-3.3%	Shares	Sole	2024-04-19
2023-12-31	$200,774	3,407	-13.7%	Shares	Sole	2024-02-12
2023-09-30	$221,121	3,950	+2.2%	Shares	Sole	2023-10-05
2023-06-30	$232,750	3,865	+2.5%	Shares	Sole	2023-07-13
2023-03-31	$233,791	3,769	+9.0%	Shares	Sole	2023-04-21
2022-12-31	$220,026	3,459	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.