Cape Investment Advisory, Inc.

Position in KO — Coca Cola Co

CIK 1944437 MCDONOUGH, GA

Position in KO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,070,326

-$840,145 QoQ

Shares Held

50,084

-22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.90%

of 13F equity value

Holder Rank

#1,012

of 3,621 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $4,421,755 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	50,084	$4,070,326
2	PEP	Pepsico Inc	1,608	$217,723
3	KDP	Keurig Dr Pepper Inc.	2,514	$82,283
4	MNST	Monster Beverage Corp	1,070	$51,423

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,070,326	50,084	-22.4%	Shares	Defined	2026-07-23
2026-03-31	$4,910,471	64,569	+106.5%	Shares	Sole	2026-05-15
2025-12-31	$2,186,434	31,275	+77.5%	Shares	Sole	2026-02-17
2025-09-30	$1,168,624	17,621	-43.3%	Shares	Sole	2025-12-29
2025-06-30	$2,199,971	31,095	-31.9%	Shares	Sole	2025-08-19
2025-03-31	$3,270,455	45,664	+4.5%	Shares	Sole	2025-05-16
2024-12-31	$2,721,633	43,714	-1.6%	Shares	Sole	2025-02-05
2024-09-30	$3,193,314	44,438	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$2,806,710	44,096	+157.2%	Shares	Sole	2024-08-15
2024-03-31	$1,048,931	17,145	+47.6%	Shares	Sole	2024-06-21
2023-12-31	$684,530	11,616	+11.2%	Shares	Sole	2024-02-12
2023-09-30	$584,823	10,447	+7.7%	Shares	Sole	2023-11-07
2023-06-30	$583,953	9,697	+10.6%	Shares	Sole	2023-10-12
2023-03-31	$544,003	8,770	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.