Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$229,018
+$11,972 QoQ
Shares Held
2,818
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,216
of 3,621 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Menard Financial Group LLC holds $585,142 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
7,410 | $356,124 | |
| 2 | KO |
Coca Cola Co
This page
|
2,818 | $229,018 |
All Filings in KO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,018 | 2,818 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $217,046 | 2,854 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $201,920 | 2,854 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $204,403 | 2,854 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $227,498 | 3,654 | Shares | Sole | 2025-02-28 | |
| 2024-09-30 | $267,247 | 3,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,714 | 3,719 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $227,528 | 3,719 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $219,160 | 3,719 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $208,189 | 3,719 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $225,403 | 3,743 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $232,178 | 3,743 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $238,092 | 3,743 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $209,682 | 3,743 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,472 | 3,743 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $232,066 | 3,743 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $221,623 | 3,743 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $204,213 | 3,892 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $213,626 | 3,948 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $376,665 | 7,146 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $409,161 | 7,461 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $410,807 | 8,321 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $372,943 | 8,347 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||