HARRELL INVESTMENT PARTNERS, LLC

Position in KO — Coca Cola Co

CIK 1802882 AUSTIN, TX

Position in KO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,096,034

+$154,554 QoQ

Shares Held

25,791

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,386

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

HARRELL INVESTMENT PARTNERS, LLC holds $5,491,793 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	66,380	$3,190,222
2	KO	Coca Cola Co This page	25,791	$2,096,034
3	PEP	Pepsico Inc	1,518	$205,537

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,096,034	25,791	+1.0%	Shares	Sole	2026-07-09
2026-03-31	$1,941,480	25,529	+3.4%	Shares	Sole	2026-04-22
2025-12-31	$1,725,238	24,678	-0.6%	Shares	Sole	2026-01-15
2025-09-30	$1,646,128	24,821	+0.0%	Shares	Sole	2025-10-23
2025-06-30	$1,756,015	24,820	-12.4%	Shares	Sole	2025-07-15
2025-03-31	$2,029,495	28,337	+16.9%	Shares	Sole	2025-04-21
2024-12-31	$1,509,057	24,238	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,741,742	24,238	0.0%	Shares	Sole	2024-10-11
2024-06-30	$1,542,748	24,238	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,482,880	24,238	-2.8%	Shares	Sole	2024-05-10
2023-12-31	$1,469,890	24,943	-2.1%	Shares	Sole	2024-01-22
2023-09-30	$1,425,754	25,469	0.0%	Shares	Sole	2023-10-30
2023-06-30	$1,533,743	25,469	0.0%	Shares	Sole	2023-08-08
2023-03-31	$1,579,842	25,469	0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,620,083	25,469	0.0%	Shares	Sole	2023-02-13
2022-09-30	$1,426,773	25,469	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,602,254	25,469	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,579,078	25,469	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,508,019	25,469	-0.5%	Shares	Sole	2022-02-14
2021-09-30	$1,343,651	25,608	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$1,412,325	26,101	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,375,783	26,101	-5.3%	Shares	Sole	2021-05-17
2020-12-31	$1,511,719	27,566	0.0%	Shares	Sole	2021-02-16
2020-09-30	$1,360,933	27,566	0.0%	Shares	Sole	2020-11-13
2020-06-30	$1,231,648	27,566	0.0%	Shares	Sole	2020-08-14
2020-03-31	$1,219,795	27,566	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.