Bruce G. Allen Investments, LLC

Position in KO — Coca Cola Co

CIK 2005409 DENVER, CO

Position in KO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$536,950

+$29,393 QoQ

Shares Held

6,607

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#2,443

of 3,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $830,974 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	6,607	$536,950
2	PEP	Pepsico Inc	1,628	$220,431
3	KOF	Coca Cola Femsa Sab De CV	483	$51,318
4	KDP	Keurig Dr Pepper Inc.	663	$21,699
5	MNST	Monster Beverage Corp	12	$576

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,950	6,607	-1.0%	Shares	Sole	2026-07-31
2026-03-31	$507,557	6,674	+9.3%	Shares	Sole	2026-05-08
2025-12-31	$426,870	6,106	+3.4%	Shares	Sole	2026-02-10
2025-09-30	$391,619	5,905	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$417,354	5,899	-4.6%	Shares	Sole	2025-07-09
2025-03-31	$442,826	6,183	-2.1%	Shares	Sole	2025-04-14
2024-12-31	$393,358	6,318	0.0%	Shares	Sole	2025-01-10
2024-09-30	$454,011	6,318	-3.0%	Shares	Sole	2024-10-08
2024-06-30	$414,743	6,516	+1.0%	Shares	Sole	2024-07-12
2024-03-31	$394,855	6,454	+5.8%	Shares	Sole	2024-04-10
2023-12-31	$359,649	6,103	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.