Cyndeo Wealth Partners, LLC

Position in KO — Coca Cola Co

CIK 1950947 ST. PETERSBURG, FL

Position in KO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$9,909,982

+$990,154 QoQ

Shares Held

121,939

+4.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#653

of 3,621 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $11,741,673 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KO	Coca Cola Co This page	121,939	$9,909,982
2	PEP	Pepsico Inc	13,528	$1,831,691

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,909,982	121,939	+4.0%	Shares	Sole	2026-07-21
2026-03-31	$8,919,828	117,289	-3.5%	Shares	Sole	2026-04-13
2025-12-31	$8,495,183	121,516	-29.7%	Shares	Sole	2026-01-07
2025-09-30	$11,463,677	172,854	-7.0%	Shares	Sole	2025-10-10
2025-06-30	$13,148,887	185,850	+7.0%	Shares	Sole	2025-07-24
2025-03-31	$12,437,529	173,660	-16.1%	Shares	Sole	2025-04-17
2024-12-31	$12,885,205	206,958	-0.4%	Shares	Sole	2025-01-21
2024-09-30	$14,925,393	207,701	+28.5%	Shares	Sole	2024-10-18
2024-06-30	$10,284,376	161,577	+14.2%	Shares	Sole	2024-07-30
2024-03-31	$8,656,541	141,493	+6.2%	Shares	Sole	2024-04-17
2023-12-31	$7,852,952	133,259	-2.2%	Shares	Sole	2024-01-12
2023-09-30	$7,631,081	136,318	+6.8%	Shares	Sole	2023-10-10
2023-06-30	$7,689,853	127,696	+16.6%	Shares	Sole	2023-07-27
2023-03-31	$6,793,091	109,513	+4.3%	Shares	Sole	2023-04-25
2022-12-31	$6,676,950	104,967	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.