VestGen Advisors, LLC

Position in KO — Coca Cola Co

CIK 2050130 CHICAGO, IL

Back to KO Full portfolio

Position in KO

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

Position Value

$2,517,338

+$172,565 QoQ

Shares Held

30,975

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,274

of 3,612 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Derivatives in KO

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$7,605

PutShares

100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

VestGen Advisors, LLC holds $7,818,488 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	30,975	$2,517,338
2	MNST	Monster Beverage Corp	49,318	$2,370,223
3	PEP	Pepsico Inc	16,026	$2,169,920
4	COKE	Coca-Cola Consolidated, Inc.	2,011	$383,940
5	CELH	Celsius Holdings, Inc.	12,878	$377,067

All Filings in KO

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,517,338	30,975	+0.5%	Shares	Sole	2026-08-11
2026-03-31	$2,344,773	30,832	+55.9%	Shares	Sole	2026-05-14
2026-03-31	$7,605	100	—	Put	Sole	2026-05-14
2025-12-31	$1,382,889	19,781	+15.8%	Shares	Sole	2026-02-17
2025-09-30	$1,132,679	17,079	-3.9%	Shares	Sole	2025-11-14
2025-06-30	$1,256,732	17,763	+8.8%	Shares	Sole	2025-08-13
2025-03-31	$1,169,053	16,323	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.