Medallion Wealth Advisors, LLC

Position in KO — Coca Cola Co

CIK 2131139 FARMINGTON, CT

Position in KO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$640,570

-$249,438 QoQ

Shares Held

7,882

-32.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,300

of 3,631 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $1,234,421 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	7,882	$640,570
2	PEP	Pepsico Inc	3,186	$431,384
3	COKE	Coca-Cola Consolidated, Inc.	850	$162,282
4	KDP	Keurig Dr Pepper Inc.	5	$163
5	BNKK	Bonk, Inc.	15	$22

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,570	7,882	-32.6%	Shares	Sole	2026-08-14
2026-03-31	$890,008	11,703	+1.1%	Shares	Sole	2026-04-24
2025-12-31	$808,855	11,570	+3.3%	Shares	Sole	2026-04-24
2025-09-30	$743,112	11,205	-6.8%	Shares	Sole	2026-04-24
2025-06-30	$850,341	12,019	+2.5%	Shares	Sole	2026-04-24
2025-03-31	$839,455	11,721	+12.4%	Shares	Sole	2026-04-24
2024-12-31	$649,430	10,431	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.