William Allan Corp

Position in KO — Coca Cola Co

CIK 1910961 FORT COLLINS, CO

Position in KO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$975,808

+$62,752 QoQ

Shares Held

12,007

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,958

of 3,631 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

William Allan Corp holds $8,148,169 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	27,453	$3,717,136
2	MNST	Monster Beverage Corp	71,894	$3,455,225
3	KO	Coca Cola Co This page	12,007	$975,808

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$975,808	12,007	+0.0%	Shares	Sole	2026-07-28
2026-03-31	$913,056	12,006	+3.3%	Shares	Sole	2026-05-14
2025-12-31	$812,773	11,626	+3.4%	Shares	Sole	2026-02-12
2025-09-30	$745,436	11,240	-3.4%	Shares	Sole	2025-10-24
2025-06-30	$823,176	11,635	-2.7%	Shares	Sole	2025-08-01
2025-03-31	$856,575	11,960	+7.3%	Shares	Sole	2025-05-05
2024-12-31	$693,887	11,145	+1.2%	Shares	Sole	2025-01-28
2024-09-30	$791,250	11,011	0.0%	Shares	Sole	2024-11-14
2024-06-30	$700,850	11,011	-17.4%	Shares	Sole	2024-07-29
2024-03-31	$815,284	13,326	0.0%	Shares	Sole	2024-05-08
2023-12-31	$785,301	13,326	+1.5%	Shares	Sole	2024-02-13
2023-09-30	$734,793	13,126	+1.3%	Shares	Sole	2023-11-02
2023-06-30	$780,451	12,960	-0.4%	Shares	Sole	2023-07-28
2023-03-31	$807,320	13,015	-0.3%	Shares	Sole	2023-05-04
2022-12-31	$830,428	13,055	-6.4%	Shares	Sole	2023-02-01
2022-09-30	$781,591	13,952	+6.9%	Shares	Sole	2022-10-18
2022-06-30	$821,101	13,052	-68.0%	Shares	Sole	2022-07-25
2022-03-31	$2,526,686	40,753	-1.5%	Shares	Sole	2022-05-04
2021-12-31	$2,448,925	41,360	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.