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MONEY CONCEPTS CAPITAL CORP

Position in KO — Coca Cola Co

CIK 716851 PALM BEACH GARDENS, FL

Position in KO

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$11,307,013
+$2,784,850 QoQ
Shares Held
139,129
+24.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#609
of 3,621 holders
Holding Since
Dec 2020
21 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

MONEY CONCEPTS CAPITAL CORP holds $16,629,566 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (68.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
This page
139,129 $11,307,013

All Filings in KO

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,307,013 139,129
2026-03-31 $8,522,163 112,060
2025-12-31 $7,470,792 106,863
2025-09-30 $6,787,852 102,350
2025-06-30 $6,915,034 97,739
2025-03-31 $6,956,593 97,132
2024-12-31 $5,763,844 92,577
2024-09-30 $6,533,583 90,921
2024-06-30 $5,767,008 90,605
2024-03-31 $5,512,990 90,111
2023-12-31 $5,284,194 89,669
2023-09-30 $5,052,698 90,259
2023-06-30 $5,345,006 88,758
2023-03-31 $29,359,295 473,308
2022-12-31 $32,136,598 505,213
2022-09-30 $25,032,705 446,853
2022-06-30 $6,622,221 105,265
2022-03-31 $8,600,950 138,725
2021-12-31 $5,287,453 89,300
2021-03-31 $4,456,788 84,553
2020-12-31 $4,422,846 80,650