Millstone Evans Group, LLC

Position in KO — Coca Cola Co

CIK 2041943 BOULDER, CO

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$230,969

+$22,592 QoQ

Shares Held

2,842

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#3,211

of 3,621 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Millstone Evans Group, LLC holds $640,108 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	2,347	$317,783
2	KO	Coca Cola Co This page	2,842	$230,969
3	PRMB	Primo Brands Corp	2,716	$66,379
4	MNST	Monster Beverage Corp	476	$22,876
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	21	$2,101

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,969	2,842	+3.7%	Shares	Sole	2026-08-11
2026-03-31	$208,377	2,740	+8.0%	Shares	Sole	2026-04-30
2025-12-31	$177,291	2,536	+38.4%	Shares	Sole	2026-02-02
2025-09-30	$121,498	1,832	+2.9%	Shares	Sole	2025-10-30
2025-06-30	$125,935	1,780	+8.3%	Shares	Sole	2025-08-13
2025-03-31	$117,743	1,644	+27.0%	Shares	Sole	2025-05-05
2024-12-31	$80,564	1,294	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.