FIDELIS CAPITAL PARTNERS, LLC

Position in KO — Coca Cola Co

CIK 1962755 TAMPA, FL

Position in KO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,842,174

+$264,536 QoQ

Shares Held

34,972

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,214

of 3,621 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Consumer Defensive · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $6,644,482 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	22,914	$3,102,555
2	KO	Coca Cola Co This page	34,972	$2,842,174
3	MNST	Monster Beverage Corp	14,560	$699,753

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,842,174	34,972	+3.2%	Shares	Sole	2026-08-13
2026-03-31	$2,577,638	33,894	+6.5%	Shares	Sole	2026-05-06
2025-12-31	$2,225,724	31,837	+2.9%	Shares	Sole	2026-02-09
2025-09-30	$2,051,211	30,929	+5.3%	Shares	Sole	2025-11-03
2025-06-30	$2,078,635	29,380	+1.6%	Shares	Sole	2025-08-07
2025-03-31	$2,071,536	28,924	+0.1%	Shares	Sole	2025-05-01
2024-12-31	$1,799,563	28,904	-10.9%	Shares	Sole	2025-02-06
2024-09-30	$2,332,072	32,453	-7.7%	Shares	Sole	2024-10-25
2024-06-30	$2,237,042	35,146	+15.2%	Shares	Sole	2024-08-13
2024-03-31	$1,866,051	30,501	-37.1%	Shares	Sole	2024-05-06
2023-12-31	$2,858,988	48,515	+29.2%	Shares	Sole	2024-01-31
2023-09-30	$2,102,049	37,550	-1.9%	Shares	Sole	2023-11-08
2023-06-30	$2,305,040	38,277	+3.2%	Shares	Sole	2023-08-10
2023-03-31	$2,301,126	37,097	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.