NewEdge Wealth, LLC

Position in KO — Coca Cola Co

CIK 1861796 STAMFORD, CT

Position in KO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$39,306,072

+$3,038,968 QoQ

Shares Held

483,648

+1.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#329

of 3,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $47,013,020 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	483,648	$39,306,072
2	PEP	Pepsico Inc	40,993	$5,550,452
3	MNST	Monster Beverage Corp	32,208	$1,547,916
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	3,981	$398,378
5	COKE	Coca-Cola Consolidated, Inc.	1,101	$210,202

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,306,072	483,648	+1.4%	Shares	Sole	2026-08-10
2026-03-31	$36,267,104	476,885	+6.1%	Shares	Sole	2026-05-13
2025-12-31	$31,432,864	449,619	+21.4%	Shares	Sole	2026-02-03
2025-09-30	$24,568,973	370,461	+2.3%	Shares	Sole	2025-11-07
2025-06-30	$25,622,466	362,155	+25.0%	Shares	Sole	2025-08-11
2025-03-31	$20,748,099	289,697	+6.5%	Shares	Sole	2025-05-09
2024-12-31	$16,936,525	272,029	+10.4%	Shares	Sole	2025-02-05
2024-09-30	$17,709,250	246,441	+6.9%	Shares	Sole	2024-11-12
2024-06-30	$14,673,552	230,535	-0.3%	Shares	Sole	2024-08-02
2024-03-31	$14,148,853	231,266	+7.9%	Shares	Sole	2024-05-06
2023-12-31	$12,629,582	214,315	+9.0%	Shares	Sole	2024-01-29
2023-09-30	$11,005,947	196,605	-8.1%	Shares	Sole	2023-11-08
2023-06-30	$12,880,937	213,898	+34.0%	Shares	Sole	2023-08-09
2023-03-31	$9,903,337	159,654	-36.6%	Shares	Sole	2023-05-08
2022-12-31	$16,021,705	251,874	+9.1%	Shares	Sole	2023-02-14
2022-09-30	$12,932,385	230,853	+7.0%	Shares	Sole	2022-11-14
2022-06-30	$13,571,763	215,733	+5.4%	Shares	Sole	2022-08-09
2022-03-31	$12,695,368	204,764	+7.8%	Shares	Sole	2022-05-10
2021-12-31	$11,251,084	190,020	+7.7%	Shares	Sole	2022-01-31
2021-09-30	$9,256,337	176,412	+4.1%	Shares	Sole	2021-11-12
2021-06-30	$9,166,504	169,405	+10.0%	Shares	Sole	2021-08-11
2021-03-31	$8,116,865	153,991	+245.0%	Shares	Sole	2021-05-13
2020-12-31	$2,448,112	44,641	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.