AXXCESS WEALTH MANAGEMENT, LLC

Position in KO — Coca Cola Co

CIK 1911056 CARLSBAD, CA

Position in KO

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

Position Value

$14,634,126

+$1,857,726 QoQ

Shares Held

180,068

+7.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#523

of 3,621 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $26,078,418 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	180,068	$14,634,126
2	PEP	Pepsico Inc	73,888	$10,004,435
3	MNST	Monster Beverage Corp	15,436	$741,854
4	COKE	Coca-Cola Consolidated, Inc.	3,656	$698,003

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,634,126	180,068	+7.2%	Shares	Sole	2026-07-28
2026-03-31	$12,776,400	168,000	-3.2%	Shares	Sole	2026-04-29
2025-12-31	$12,128,266	173,484	+29.2%	Shares	Sole	2026-02-19
2025-09-30	$8,908,367	134,324	-4.7%	Shares	Sole	2025-11-07
2025-06-30	$9,975,113	140,991	-1.0%	Shares	Sole	2025-07-28
2025-03-31	$10,197,398	142,382	+1.7%	Shares	Sole	2025-04-30
2024-12-31	$8,718,143	140,028	-2.1%	Shares	Sole	2025-02-10
2024-09-30	$10,283,237	143,101	-11.4%	Shares	Sole	2024-11-04
2024-06-30	$10,277,820	161,474	-9.3%	Shares	Sole	2024-08-09
2024-03-31	$10,889,183	177,986	+2.3%	Shares	Sole	2024-05-14
2023-12-31	$10,257,355	174,060	+29.5%	Shares	Sole	2024-02-06
2023-09-30	$7,526,343	134,447	+220.1%	Shares	Sole	2023-11-14
2023-06-30	$2,529,661	42,007	-43.7%	Shares	Sole	2023-08-08
2023-03-31	$4,629,360	74,631	-1.3%	Shares	Sole	2023-05-03
2022-12-31	$4,812,223	75,652	+83.9%	Shares	Sole	2023-02-16
2022-09-30	$2,303,990	41,128	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$2,606,298	41,429	+3.9%	Shares	Sole	2022-08-11
2022-03-31	$2,472,312	39,876	+25.2%	Shares	Sole	2022-08-11
2021-12-31	$1,886,489	31,861	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.