BURNEY CO/

Position in KO — Coca Cola Co

CIK 940445 RESTON, VA

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,889,690

+$6,312 QoQ

Shares Held

23,252

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,455

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

BURNEY CO/ holds $11,169,046 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRMB	Primo Brands Corp	200,727	$4,905,767
2	PEP	Pepsico Inc	20,928	$2,833,651
3	KO	Coca Cola Co This page	23,252	$1,889,690
4	MNST	Monster Beverage Corp	32,042	$1,539,938

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,889,690	23,252	-6.1%	Shares	Sole	2026-07-15
2026-03-31	$1,883,378	24,765	-36.9%	Shares	Sole	2026-04-29
2025-12-31	$2,744,596	39,259	-4.3%	Shares	Sole	2026-01-23
2025-09-30	$2,719,915	41,012	-28.4%	Shares	Sole	2025-10-16
2025-06-30	$4,049,800	57,241	-4.0%	Shares	Sole	2025-08-05
2025-03-31	$4,270,557	59,628	-0.5%	Shares	Sole	2025-05-06
2024-12-31	$3,730,058	59,911	-1.2%	Shares	Sole	2025-01-14
2024-09-30	$4,357,590	60,640	-1.3%	Shares	Sole	2024-10-18
2024-06-30	$3,909,701	61,425	-5.3%	Shares	Sole	2024-07-29
2024-03-31	$3,969,113	64,876	-56.8%	Shares	Sole	2024-05-22
2023-12-31	$8,854,762	150,259	+387.1%	Shares	Sole	2024-02-12
2023-09-30	$1,726,871	30,848	-5.0%	Shares	Sole	2023-11-08
2023-06-30	$1,956,367	32,487	+2.1%	Shares	Sole	2023-08-09
2023-03-31	$1,973,360	31,813	-1.8%	Shares	Sole	2023-05-10
2022-12-31	$2,060,200	32,388	-13.4%	Shares	Sole	2023-02-06
2022-09-30	$2,095,316	37,403	+6.3%	Shares	Sole	2022-11-15
2022-06-30	$2,213,173	35,180	-0.2%	Shares	Sole	2022-08-12
2022-03-31	$2,184,694	35,237	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$2,081,764	35,159	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$1,857,175	35,395	-2.2%	Shares	Sole	2021-11-12
2021-06-30	$1,957,483	36,176	+1.3%	Shares	Sole	2021-08-06
2021-03-31	$1,882,432	35,713	+7.8%	Shares	Sole	2021-05-13
2020-12-31	$1,817,452	33,141	-4.2%	Shares	Sole	2021-02-11
2020-09-30	$1,708,448	34,605	-0.7%	Shares	Sole	2020-12-14
2020-06-30	$1,557,276	34,854	+1.7%	Shares	Sole	2020-08-13
2020-03-31	$1,516,182	34,264	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.