JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in KO — Coca Cola Co

CIK 2122180 AMMON, ID

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$821,882

+$153,632 QoQ

Shares Held

10,113

+15.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#2,096

of 3,620 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $3,005,750 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	30,520	$1,466,791
2	KO	Coca Cola Co This page	10,113	$821,882
3	PEP	Pepsico Inc	5,296	$717,077

All Filings in KO

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$821,882	10,113	+15.1%	Shares	Sole	2026-07-24
2026-03-31	$668,250	8,787	-68.3%	Shares	Sole	2026-05-15
2025-12-31	$1,938,743	27,732	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.