Downshift Financial, LLC

Position in KO — Coca Cola Co

CIK 2118380 BOULDER, CO

Position in KO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$21,536

New position

Shares Held

265

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,553

of 3,620 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Downshift Financial, LLC holds $81,766 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	442	$59,846
2	KO	Coca Cola Co This page	265	$21,536
3	MNST	Monster Beverage Corp	8	$384

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,536	265	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.