Chicago Partners Investment Group LLC

Position in KO — Coca Cola Co

CIK 1563525 CHICAGO, IL

Position in KO

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

Position Value

$3,694,859

+$331,016 QoQ

Shares Held

45,464

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,070

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Consumer Defensive · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $9,821,365 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	45,464	$3,694,859
2	PEP	Pepsico Inc	24,019	$3,252,172
3	MNST	Monster Beverage Corp	46,436	$2,231,714
4	KDP	Keurig Dr Pepper Inc.	19,634	$642,620

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,694,859	45,464	+2.8%	Shares	Sole	2026-07-30
2026-03-31	$3,363,843	44,232	+6.6%	Shares	Sole	2026-05-04
2025-12-31	$2,899,936	41,481	+1.5%	Shares	Sole	2026-01-28
2025-09-30	$2,709,835	40,860	+3.4%	Shares	Sole	2025-10-30
2025-06-30	$2,795,757	39,516	+10.7%	Shares	Sole	2025-07-29
2025-03-31	$2,557,263	35,706	-2.4%	Shares	Sole	2025-05-09
2024-12-31	$2,278,342	36,594	+2.7%	Shares	Sole	2025-01-24
2024-09-30	$2,560,515	35,632	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$2,253,846	35,410	+21.0%	Shares	Sole	2024-07-31
2024-03-31	$1,790,983	29,274	+2.3%	Shares	Sole	2024-04-25
2023-12-31	$1,686,164	28,613	+5.5%	Shares	Sole	2024-02-23
2023-09-30	$1,518,513	27,126	+0.3%	Shares	Sole	2023-10-26
2023-06-30	$1,628,469	27,042	-4.5%	Shares	Sole	2023-08-08
2023-03-31	$1,757,061	28,326	+2.4%	Shares	Sole	2023-04-26
2022-12-31	$1,760,025	27,669	+0.6%	Shares	Sole	2023-02-09
2022-09-30	$1,540,998	27,508	+18.0%	Shares	Sole	2022-11-09
2022-06-30	$1,466,620	23,313	+2.4%	Shares	Sole	2022-08-04
2022-03-31	$1,411,492	22,766	+4.1%	Shares	Sole	2022-05-20
2021-12-31	$1,294,508	21,863	-2.6%	Shares	Sole	2022-02-15
2021-09-30	$1,177,951	22,450	+4.7%	Shares	Sole	2021-11-12
2021-06-30	$1,160,605	21,449	-1.9%	Shares	Sole	2021-08-02
2021-03-31	$1,152,978	21,874	+4.4%	Shares	Sole	2021-04-28
2020-12-31	$1,149,062	20,953	+27.5%	Shares	Sole	2021-01-27
2020-09-30	$811,149	16,430	+0.3%	Shares	Sole	2020-11-06
2020-06-30	$731,590	16,374	+7.2%	Shares	Sole	2020-07-31
2020-03-31	$676,095	15,279	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.