Acumen Wealth Advisors, LLC

Position in KO — Coca Cola Co

CIK 1939202 CHATTANOOGA, TN

Position in KO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,342,310

-$376,914 QoQ

Shares Held

41,126

-15.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,125

of 3,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $3,441,746 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	41,126	$3,342,310
2	PEP	Pepsico Inc	592	$80,156
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	115	$11,508
4	KOF	Coca Cola Femsa Sab De CV	58	$6,162
5	CELH	Celsius Holdings, Inc.	55	$1,610

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,342,310	41,126	-15.9%	Shares	Sole	2026-08-03
2026-03-31	$3,719,224	48,905	-9.2%	Shares	Sole	2026-05-13
2025-12-31	$3,765,002	53,855	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.