CREATIVE FINANCIAL DESIGNS INC /ADV

Position in KO — Coca Cola Co

CIK 819864 KOKOMO, IN

Position in KO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,761,717

+$297,621 QoQ

Shares Held

33,982

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,227

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,804,783 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (57.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	33,982	$2,761,717
2	PEP	Pepsico Inc	14,858	$2,011,773
3	COKE	Coca-Cola Consolidated, Inc.	96	$18,328
4	KDP	Keurig Dr Pepper Inc.	374	$12,241
5	MNST	Monster Beverage Corp	10	$480
6	PRMB	Primo Brands Corp	10	$244

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,761,717	33,982	+4.9%	Shares	Sole	2026-07-28
2026-03-31	$2,464,096	32,401	+23.9%	Shares	Sole	2026-04-13
2025-12-31	$1,827,587	26,142	+2.6%	Shares	Sole	2026-02-06
2025-09-30	$1,690,231	25,486	+5.0%	Shares	Sole	2025-11-12
2025-06-30	$1,716,961	24,268	+5.3%	Shares	Sole	2025-08-04
2025-03-31	$1,650,912	23,051	+12.7%	Shares	Sole	2025-04-23
2024-12-31	$1,273,092	20,448	-1.3%	Shares	Sole	2025-02-10
2024-09-30	$1,489,442	20,727	+6.7%	Shares	Sole	2024-10-28
2024-06-30	$1,236,846	19,432	+0.4%	Shares	Sole	2024-08-06
2024-03-31	$1,184,138	19,355	-1.5%	Shares	Sole	2024-05-01
2023-12-31	$1,158,445	19,658	+2.6%	Shares	Sole	2024-01-10
2023-09-30	$1,072,520	19,159	+260.3%	Shares	Sole	2023-11-14
2023-06-30	$320,189	5,317	-3.3%	Shares	Sole	2023-07-26
2023-03-31	$341,165	5,500	-26.4%	Shares	Sole	2023-04-25
2022-12-31	$475,548	7,476	-20.5%	Shares	Sole	2023-02-01
2022-09-30	$526,924	9,406	-4.7%	Shares	Sole	2022-11-01
2022-06-30	$620,858	9,869	-12.3%	Shares	Sole	2022-08-01
2022-03-31	$698,058	11,259	+28.4%	Shares	Sole	2022-04-15
2021-12-31	$519,330	8,771	-1.9%	Shares	Sole	2022-01-26
2021-09-30	$469,239	8,943	-3.5%	Shares	Sole	2021-10-08
2021-06-30	$501,707	9,272	+1.5%	Shares	Sole	2021-07-27
2021-03-31	$481,558	9,136	+10.0%	Shares	Sole	2021-04-19
2020-12-31	$455,610	8,308	-11.8%	Shares	Sole	2021-01-08
2020-09-30	$464,818	9,415	-0.0%	Shares	Sole	2020-10-06
2020-06-30	$420,751	9,417	+75.5%	Shares	Sole	2020-07-23
2020-03-31	$237,445	5,366	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.