TRB Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 2130988 HOUSTON, TX

Position in KO

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

Position Value

$1,645,554

+$72,080 QoQ

Shares Held

20,248

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,545

of 3,621 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

TRB Wealth Management, LLC holds $2,963,803 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	20,248	$1,645,554
2	PEP	Pepsico Inc	8,067	$1,092,271
3	MNST	Monster Beverage Corp	4,702	$225,978

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,645,554	20,248	-2.1%	Shares	Sole	2026-08-12
2026-03-31	$1,573,474	20,690	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.