55 North Private Wealth, LLC

Position in KO — Coca Cola Co

CIK 2106457 WINTER PARK, FL

Position in KO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$669,583

+$171,760 QoQ

Shares Held

8,239

+25.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,261

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

55 North Private Wealth, LLC holds $1,334,521 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	8,239	$669,583
2	MNST	Monster Beverage Corp	8,432	$405,241
3	PEP	Pepsico Inc	1,918	$259,697

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,583	8,239	+25.9%	Shares	Sole	2026-07-07
2026-03-31	$497,823	6,546	+6.3%	Shares	Sole	2026-04-17
2025-12-31	$430,505	6,158	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.