Strive Financial Group ,LLC

Position in KO — Coca Cola Co

CIK 2090040 CARMEL, IN

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$570,596

+$128,746 QoQ

Shares Held

7,021

+20.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,389

of 3,621 holders

Holding Since

Dec 2025

3 quarters on record

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Derivatives in KO

reported options exposure · as of Mar 31, 2026

CallValue

$1,977

CallShares

PutValue

PutShares

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

Strive Financial Group ,LLC holds $1,730,083 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	15,832	$760,885
2	KO	Coca Cola Co This page	7,021	$570,596
3	PEP	Pepsico Inc	2,878	$389,681
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	51	$5,103
5	COKE	Coca-Cola Consolidated, Inc.	20	$3,818

All Filings in KO

Export CSV

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,596	7,021	+20.8%	Shares	Sole	2026-08-17
2026-03-31	$441,850	5,810	-3.5%	Shares	Sole	2026-05-15
2026-03-31	$1,977	26	—	Call	Sole	2026-05-15
2025-12-31	$420,718	6,018	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.