COMPASS FINANCIAL MANAGEMENT LLC

Position in KO — Coca Cola Co

CIK 2148724 TAMPA, FL

Position in KO

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

Position Value

$1,560,465

New position

Shares Held

19,201

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,581

of 3,621 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $1,967,609 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	19,201	$1,560,465
2	PEP	Pepsico Inc	2,350	$318,190
3	MNST	Monster Beverage Corp	1,648	$79,202
4	FIZZ	National Beverage Corp	300	$9,360
5	KDP	Keurig Dr Pepper Inc.	12	$392

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,560,465	19,201	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.