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Badgley Phelps Wealth Managers, LLC

Position in KO — Coca Cola Co

CIK 1895362 SEATTLE, WA

Position in KO

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$27,127,032
+$1,708,841 QoQ
Shares Held
333,789
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#387
of 3,621 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $40,909,412 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (66.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
This page
333,789 $27,127,032

All Filings in KO

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,127,032 333,789
2026-03-31 $25,418,191 334,230
2025-12-31 $23,205,995 331,941
2025-09-30 $21,648,307 326,422
2025-06-30 $22,980,661 324,815
2025-03-31 $22,996,680 321,093
2024-12-31 $20,006,379 321,336
2024-09-30 $22,958,695 319,492
2024-06-30 $19,813,990 311,296
2024-03-31 $19,110,367 312,363
2023-12-31 $16,854,274 286,005
2023-09-30 $16,268,459 290,612
2023-06-30 $17,193,231 285,507
2023-03-31 $17,602,191 283,769
2022-12-31 $17,878,862 281,070
2022-09-30 $15,664,928 279,631
2022-06-30 $17,312,517 275,195
2022-03-31 $16,768,272 270,456
2021-12-31 $666,526 11,257
2021-09-30 $558,123 10,637