HOWE & RUSLING INC

Position in KO — Coca Cola Co

CIK 769963 ROCHESTER, NY

Position in KO

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

Position Value

$16,365,583

+$1,177,106 QoQ

Shares Held

201,373

+0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#495

of 3,612 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Consumer Defensive · as of Jun 30, 2026

HOWE & RUSLING INC holds $35,306,131 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	201,373	$16,365,583
2	PEP	Pepsico Inc	102,039	$13,816,080
3	CELH	Celsius Holdings, Inc.	175,016	$5,124,468

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,365,583	201,373	+0.8%	Shares	Sole	2026-08-10
2026-03-31	$15,188,477	199,717	+0.8%	Shares	Sole	2026-04-28
2025-12-31	$13,844,696	198,036	+0.4%	Shares	Sole	2026-02-17
2025-09-30	$13,084,670	197,296	-2.0%	Shares	Sole	2025-11-05
2025-06-30	$14,243,743	201,325	+2.6%	Shares	Sole	2025-08-12
2025-03-31	$14,053,562	196,224	+9.2%	Shares	Sole	2025-06-17
2024-12-31	$11,191,109	179,748	+1.6%	Shares	Sole	2025-02-12
2024-09-30	$12,715,985	176,955	+9.2%	Shares	Sole	2024-11-08
2024-06-30	$10,317,919	162,104	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$9,975,398	163,050	+0.9%	Shares	Sole	2024-05-15
2023-12-31	$9,526,682	161,661	-3.0%	Shares	Sole	2024-02-06
2023-09-30	$9,333,600	166,731	+1.6%	Shares	Sole	2023-11-09
2023-06-30	$9,881,679	164,093	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$10,231,537	164,945	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$10,185,360	160,122	+0.4%	Shares	Sole	2023-02-15
2022-09-30	$8,936,366	159,521	+5.2%	Shares	Sole	2022-11-14
2022-06-30	$9,538,854	151,627	+10.2%	Shares	Sole	2022-08-15
2022-03-31	$8,529,526	137,573	+0.7%	Shares	Sole	2022-05-10
2021-12-31	$8,091,401	136,656	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$7,132,771	135,940	-2.1%	Shares	Sole	2021-11-15
2021-06-30	$7,514,580	138,876	-2.2%	Shares	Sole	2021-08-13
2021-03-31	$7,481,183	141,931	+1.6%	Shares	Sole	2021-05-13
2020-12-31	$7,658,954	139,660	-1.7%	Shares	Sole	2021-02-08
2020-09-30	$7,015,082	142,092	+8258.4%	Shares	Sole	2020-11-06
2020-06-30	$75,956	1,700	-20.5%	Shares	Sole	2020-07-15
2020-03-31	$94,606	2,138	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.