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Disclosed positions
PFW Advisors LLC: source evidence dated 2026-07-14T03:59:59.999Z.
- Issuer
- COCA COLA CO
- Ticker
- KO
- Class
- COM
- Reported value
- $36,787,678
- Reported amount
- 452,660
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001989744-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| COCA COLA CO | KO | COM | $36,787,678 | 452,660 | SH | None |
| VULCAN MATLS CO | VMC | COM | $31,611,502 | 107,154 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $31,502,799 | 253,707 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $26,644,027 | 109,904 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $19,826,600 | 179,719 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,426,139 | 188,437 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $9,857,744 | 165,149 | SH | None |
| NORTHERN LTS FD TR II | WCPB | WEITZ CORE PLUS | $8,689,752 | 342,791 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $8,181,562 | 119,596 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $7,387,765 | 24,589 | SH | None |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $6,879,145 | 99,799 | SH | None |
| APPLE INC | AAPL | COM | $6,493,528 | 22,441 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $6,275,322 | 62,249 | SH | None |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $6,182,448 | 81,692 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,477,014 | 22,375 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,979,539 | 38,309 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,614,564 | 9,690 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $3,555,607 | 22,652 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,232,464 | 2,695 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,155,411 | 12,424 | SH | None |
| CISCO SYS INC | CSCO | COM | $3,123,731 | 26,594 | SH | None |
| VISA INC | V | COM CL A | $2,869,948 | 8,365 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $2,585,880 | 29,462 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,573,421 | 7,201 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $2,459,117 | 4,788 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $2,365,777 | 29,363 | SH | None |
| PGIM ETF TR | PHYL | ACTV HY BD ETF | $2,343,378 | 67,184 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $2,340,918 | 8,655 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $2,329,200 | 19,183 | SH | None |
| HOME DEPOT INC | HD | COM | $2,264,206 | 6,420 | SH | None |
| BROADCOM INC | AVGO | COM | $2,262,723 | 5,990 | SH | None |
| BLACKROCK INC | BLK | COM | $2,101,970 | 2,186 | SH | None |
| MCDONALDS CORP | MCD | COM | $2,070,304 | 7,659 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,990,471 | 13,574 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $1,984,578 | 4,873 | SH | None |
| MONDELEZ INTL INC | MDLZ | CL A | $1,938,885 | 33,522 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $1,916,066 | 21,116 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,871,875 | 2,001 | SH | None |
| PAYCHEX INC | PAYX | COM | $1,828,545 | 18,596 | SH | None |
| AMERICAN WTR WKS CO INC NEW | AWK | COM | $1,821,594 | 13,844 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $1,800,853 | 14,628 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,654,318 | 6,941 | SH | None |
| LINDE PLC | LIN | SHS | $1,599,892 | 3,083 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $1,557,304 | 3,921 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,526,644 | 4,664 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $1,431,769 | 4,227 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,385,054 | 3,920 | SH | None |
| WALMART INC | WMT | COM | $1,380,073 | 12,185 | SH | None |
| FEDERAL RLTY INVT TR NEW | FRT | SH BEN INT NEW | $1,311,303 | 10,623 | SH | None |
| ECOLAB INC | ECL | COM | $1,304,173 | 4,681 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.