Everhart Financial Group, Inc.

Position in KO — Coca Cola Co

CIK 1852858 Dublin, OH

Position in KO

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

Position Value

$3,074,444

+$277,478 QoQ

Shares Held

37,830

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,169

of 3,621 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $5,241,355 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	37,830	$3,074,444
2	PEP	Pepsico Inc	12,586	$1,704,144
3	COKE	Coca-Cola Consolidated, Inc.	1,349	$257,551
4	MNST	Monster Beverage Corp	4,270	$205,216

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,074,444	37,830	+2.9%	Shares	Sole	2026-07-09
2026-03-31	$2,796,966	36,778	+17.6%	Shares	Sole	2026-04-09
2025-12-31	$2,185,945	31,268	+23.9%	Shares	Sole	2026-01-07
2025-09-30	$1,674,049	25,242	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$1,796,696	25,395	+6.7%	Shares	Sole	2025-08-07
2025-03-31	$1,705,057	23,807	+19.5%	Shares	Sole	2025-04-16
2024-12-31	$1,240,530	19,925	-4.1%	Shares	Sole	2025-01-30
2024-09-30	$1,492,963	20,776	+19.1%	Shares	Sole	2024-11-04
2024-06-30	$1,110,437	17,446	+22.2%	Shares	Sole	2024-07-24
2024-03-31	$873,283	14,274	+36.7%	Shares	Sole	2024-05-13
2023-12-31	$615,229	10,440	-24.1%	Shares	Sole	2024-01-12
2023-09-30	$769,780	13,751	-0.5%	Shares	Sole	2023-10-25
2023-06-30	$832,601	13,826	+8.4%	Shares	Sole	2023-07-13
2023-03-31	$791,006	12,752	+39.4%	Shares	Sole	2023-04-25
2022-12-31	$581,777	9,146	-15.1%	Shares	Sole	2023-02-09
2022-09-30	$603,503	10,773	+6.9%	Shares	Sole	2022-10-12
2022-06-30	$633,944	10,077	+19.1%	Shares	Sole	2022-07-12
2022-03-31	$524,706	8,463	+59.2%	Shares	Sole	2022-04-18
2021-12-31	$314,760	5,316	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.