PlanVest Financial, Inc

Position in KO — Coca Cola Co

CIK 2135239 GAITHERSBURG, MD

Position in KO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$287,126

+$18,518 QoQ

Shares Held

3,533

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,994

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

PlanVest Financial, Inc holds $402,231 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (71.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	3,533	$287,126
2	PEP	Pepsico Inc	839	$113,600
3	KDP	Keurig Dr Pepper Inc.	46	$1,505

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,126	3,533	+0.0%	Shares	Sole	2026-08-10
2026-03-31	$268,608	3,532	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.