Synergy Investment Management, LLC

Position in KO — Coca Cola Co

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in KO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$254,536

+$114,529 QoQ

Shares Held

3,132

+70.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,106

of 3,607 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Synergy Investment Management, LLC holds $390,388 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	3,132	$254,536
2	PEP	Pepsico Inc	658	$89,092
3	MNST	Monster Beverage Corp	904	$43,445
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	27	$2,701
5	CELH	Celsius Holdings, Inc.	21	$614

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,536	3,132	+70.1%	Shares	Other	2026-08-14
2026-03-31	$140,007	1,841	+3.3%	Shares	Sole	2026-05-15
2025-03-31	$127,626	1,782	+4.3%	Shares	Sole	2025-04-30
2024-12-31	$106,340	1,708	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.