MCDONALD PARTNERS LLC

Position in KO — Coca Cola Co

CIK 1331074 Cleveland, OH

Position in KO

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

Position Value

$440,320

+$36,115 QoQ

Shares Held

5,418

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,594

of 3,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $1,489,029 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	7,582	$1,026,602
2	KO	Coca Cola Co This page	5,418	$440,320
3	MNST	Monster Beverage Corp	460	$22,107

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,320	5,418	+1.9%	Shares	Sole	2026-07-28
2026-03-31	$404,205	5,315	-3.6%	Shares	Sole	2026-05-15
2025-12-31	$385,483	5,514	-4.7%	Shares	Sole	2026-02-02
2025-09-30	$383,661	5,785	-24.8%	Shares	Sole	2025-11-12
2025-06-30	$543,926	7,688	-13.7%	Shares	Sole	2025-08-12
2025-03-31	$638,349	8,913	-9.9%	Shares	Sole	2025-05-15
2024-12-31	$615,813	9,891	-2.1%	Shares	Sole	2025-01-31
2024-09-30	$726,001	10,103	-1.3%	Shares	Sole	2024-10-15
2024-06-30	$651,330	10,233	-3.2%	Shares	Sole	2024-07-17
2024-03-31	$646,489	10,567	-7.0%	Shares	Sole	2024-04-15
2023-12-31	$669,857	11,367	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$640,411	11,440	-6.5%	Shares	Sole	2023-10-30
2023-06-30	$736,731	12,234	-0.8%	Shares	Sole	2023-07-17
2023-03-31	$764,829	12,330	-7.2%	Shares	Sole	2023-04-19
2022-12-31	$844,740	13,280	-3.6%	Shares	Sole	2023-01-18
2022-09-30	$771,619	13,774	-41.5%	Shares	Sole	2022-10-21
2022-06-30	$1,480,209	23,529	-4.4%	Shares	Sole	2022-07-25
2022-03-31	$1,526,068	24,614	+91063.0%	Shares	Sole	2022-04-29
2021-12-31	$1,598	27	-99.9%	Shares	Sole	2022-01-31
2021-09-30	$1,343,074	25,597	-5.3%	Shares	Sole	2021-11-24
2021-06-30	$1,462,647	27,031	-6.9%	Shares	Sole	2021-11-24
2021-03-31	$1,529,907	29,025	-20.3%	Shares	Sole	2021-11-24
2020-12-31	$1,998,040	36,434	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.