VALLEY NATIONAL ADVISERS INC

Position in KO — Coca Cola Co

CIK 773411 BETHLEHEM, PA

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$293,140

+$21,186 QoQ

Shares Held

3,607

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,966

of 3,612 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $3,043,287 across 6 Beverages - Non-Alcoholic names. KO ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	22,036	$2,205,142
2	PEP	Pepsico Inc	3,911	$529,549
3	KO	Coca Cola Co This page	3,607	$293,140
4	KDP	Keurig Dr Pepper Inc.	277	$9,066
5	MNST	Monster Beverage Corp	122	$5,863
6	CELH	Celsius Holdings, Inc.	18	$527

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,140	3,607	+0.9%	Shares	Sole	2026-07-29
2026-03-31	$271,954	3,576	+1.3%	Shares	Sole	2026-04-15
2025-12-31	$246,782	3,530	+3.3%	Shares	Sole	2026-01-23
2025-09-30	$226,615	3,417	-2.5%	Shares	Sole	2025-10-17
2025-06-30	$247,837	3,503	-0.3%	Shares	Sole	2025-07-22
2025-03-31	$251,529	3,512	-17.5%	Shares	Sole	2025-04-25
2024-12-31	$265,040	4,257	+7.9%	Shares	Sole	2025-01-24
2024-09-30	$283,631	3,947	-31.1%	Shares	Sole	2024-10-24
2024-06-30	$364,459	5,726	-6.0%	Shares	Sole	2024-07-18
2024-03-31	$372,830	6,094	+4.2%	Shares	Sole	2024-04-19
2023-12-31	$344,799	5,851	+34.3%	Shares	Sole	2024-01-25
2023-09-30	$243,960	4,358	+19.0%	Shares	Sole	2023-11-13
2023-06-30	$220,585	3,663	-4.0%	Shares	Sole	2023-07-31
2023-03-31	$236,706	3,816	-30.3%	Shares	Sole	2023-04-26
2022-12-31	$348,073	5,472	+1.1%	Shares	Sole	2023-01-12
2022-09-30	$303,180	5,412	+9.7%	Shares	Sole	2022-11-08
2022-06-30	$310,397	4,934	-9.1%	Shares	Sole	2022-07-15
2022-03-31	$336,412	5,426	+47.0%	Shares	Sole	2022-05-06
2021-12-31	$218,484	3,690	+16.0%	Shares	Sole	2022-02-11
2021-09-30	$166,907	3,181	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$171,907	3,177	-24.5%	Shares	Sole	2021-08-02
2021-03-31	$221,803	4,208	-2.5%	Shares	Sole	2021-05-07
2020-12-31	$236,799	4,318	-2.0%	Shares	Sole	2021-02-11
2020-09-30	$217,622	4,408	-8.1%	Shares	Sole	2020-11-13
2020-06-30	$214,195	4,794	-0.2%	Shares	Sole	2020-08-10
2020-03-31	$212,488	4,802	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.