Turtle Creek Wealth Advisors, LLC

Position in KO — Coca Cola Co

CIK 2007171 DALLAS, TX

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$17,829,825

+$10,020,099 QoQ

Shares Held

219,390

+113.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#478

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

Turtle Creek Wealth Advisors, LLC holds $24,330,192 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (73.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	219,390	$17,829,825
2	PEP	Pepsico Inc	40,061	$5,424,259
3	MNST	Monster Beverage Corp	9,954	$478,389
4	KDP	Keurig Dr Pepper Inc.	10,802	$353,549
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,440	$244,170

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,829,825	219,390	+113.6%	Shares	Sole	2026-07-27
2026-03-31	$7,809,726	102,692	+8.7%	Shares	Sole	2026-04-27
2025-12-31	$6,602,580	94,444	+13.9%	Shares	Sole	2026-01-28
2025-09-30	$5,497,928	82,900	+34.0%	Shares	Sole	2025-10-29
2025-06-30	$4,375,958	61,851	+7.1%	Shares	Sole	2025-07-28
2025-03-31	$4,137,487	57,770	+391.9%	Shares	Sole	2025-05-01
2024-12-31	$731,181	11,744	+24.0%	Shares	Sole	2025-01-23
2024-09-30	$680,370	9,468	+6.8%	Shares	Sole	2024-11-06
2024-06-30	$564,129	8,863	+21.8%	Shares	Sole	2024-07-31
2024-03-31	$445,084	7,275	+7.1%	Shares	Sole	2024-04-30
2023-12-31	$400,311	6,793	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.