Compound Planning, Inc.

Position in KO — Coca Cola Co

CIK 1978879 NEW YORK, NY

Position in KO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,643,388

+$804,936 QoQ

Shares Held

69,440

+9.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#875

of 3,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $10,784,574 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	69,440	$5,643,388
2	PEP	Pepsico Inc	14,127	$1,912,795
3	MNST	Monster Beverage Corp	32,416	$1,557,912
4	KOF	Coca Cola Femsa Sab De CV	7,219	$767,018
5	COKE	Coca-Cola Consolidated, Inc.	1,711	$326,663
6	KDP	Keurig Dr Pepper Inc.	9,692	$317,218
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,594	$259,580

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,643,388	69,440	+9.1%	Shares	Other	2026-08-04
2026-03-31	$4,838,452	63,622	+3.0%	Shares	Other	2026-05-14
2025-12-31	$4,319,248	61,783	+35.2%	Shares	Sole	2026-02-19
2025-09-30	$3,030,625	45,697	+4.9%	Shares	Sole	2025-11-10
2025-06-30	$3,082,648	43,571	-4.6%	Shares	Sole	2025-08-14
2025-03-31	$3,271,458	45,678	+51.3%	Shares	Sole	2025-05-14
2024-12-31	$1,879,567	30,189	+13.8%	Shares	Sole	2025-01-17
2024-09-30	$1,905,870	26,522	+11.2%	Shares	Sole	2024-10-08
2024-06-30	$1,517,670	23,844	+24.1%	Shares	Sole	2024-07-26
2024-03-31	$1,175,818	19,219	+77.0%	Shares	Sole	2024-05-07
2023-12-31	$639,803	10,857	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.