Whipplewood Advisors, LLC

Position in KO — Coca Cola Co

CIK 2052510 LITTLETON, CO

Position in KO

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

Position Value

$19,179

-$54,209 QoQ

Shares Held

236

-75.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,557

of 3,621 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $68,617 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	176	$23,830
2	KO	Coca Cola Co This page	236	$19,179
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	115	$11,508
4	KOF	Coca Cola Femsa Sab De CV	92	$9,775
5	MNST	Monster Beverage Corp	90	$4,325

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,179	236	-75.5%	Shares	Sole	2026-07-27
2026-03-31	$73,388	965	-37.7%	Shares	Sole	2026-04-30
2025-06-30	$109,662	1,550	+14.1%	Shares	Other	2025-07-31
2025-03-31	$9,381	1,359	-12.5%	Shares	Sole	2025-04-10
2024-12-31	$96,688	1,553	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.