PDS Planning, Inc

Position in KO — Coca Cola Co

CIK 838618 DUBLIN, OH

Position in KO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,393,646

+$368,643 QoQ

Shares Held

66,367

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#893

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

PDS Planning, Inc holds $7,368,951 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	66,367	$5,393,646
2	PEP	Pepsico Inc	10,746	$1,455,008
3	MNST	Monster Beverage Corp	10,826	$520,297

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,393,646	66,367	+0.4%	Shares	Sole	2026-08-05
2026-03-31	$5,025,003	66,075	+2.4%	Shares	Sole	2026-04-22
2025-12-31	$4,512,970	64,554	-0.1%	Shares	Sole	2026-01-26
2025-09-30	$4,285,598	64,620	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$4,569,813	64,591	+8.0%	Shares	Sole	2025-07-24
2025-03-31	$4,285,239	59,833	+3.1%	Shares	Sole	2025-04-24
2024-12-31	$3,614,068	58,048	-2.4%	Shares	Sole	2025-02-10
2024-09-30	$4,272,292	59,453	-1.0%	Shares	Sole	2024-10-30
2024-06-30	$3,820,845	60,029	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$3,666,333	59,927	-1.5%	Shares	Sole	2024-05-01
2023-12-31	$3,586,774	60,865	+0.7%	Shares	Sole	2024-02-01
2023-09-30	$3,382,423	60,422	-1.0%	Shares	Sole	2023-10-23
2023-06-30	$3,676,190	61,046	+2.0%	Shares	Sole	2023-07-21
2023-03-31	$3,710,758	59,822	+5.6%	Shares	Sole	2023-05-02
2022-12-31	$3,604,842	56,671	+0.5%	Shares	Sole	2023-01-27
2022-09-30	$3,159,135	56,393	+0.1%	Shares	Sole	2022-11-02
2022-06-30	$3,542,839	56,316	+0.4%	Shares	Sole	2022-07-15
2022-03-31	$3,476,960	56,080	+2.0%	Shares	Sole	2022-04-18
2021-12-31	$3,255,306	54,979	-0.3%	Shares	Sole	2022-01-25
2021-09-30	$2,894,192	55,159	-1.0%	Shares	Sole	2021-10-22
2021-06-30	$3,015,333	55,726	+2.2%	Shares	Sole	2021-07-26
2021-03-31	$2,874,118	54,527	-0.6%	Shares	Sole	2021-04-20
2020-12-31	$3,007,590	54,843	+1.1%	Shares	Sole	2021-01-21
2020-09-30	$2,679,161	54,267	-1.2%	Shares	Sole	2020-10-19
2020-06-30	$2,454,808	54,942	+2.1%	Shares	Sole	2020-08-11
2020-03-31	$2,381,269	53,814	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.