Sun Financial Inc

Position in KO — Coca Cola Co

CIK 2067342 MIDVALE, UT

Position in KO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$580,349

-$21,586 QoQ

Shares Held

7,141

-9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,367

of 3,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sun Financial Inc holds $4,785,733 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	80,992	$3,892,475
2	KO	Coca Cola Co This page	7,141	$580,349
3	PEP	Pepsico Inc	2,311	$312,909

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,349	7,141	-9.8%	Shares	Sole	2026-08-12
2026-03-31	$601,935	7,915	-3.7%	Shares	Sole	2026-05-15
2025-12-31	$574,660	8,220	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.