CATALYST FINANCIAL PARTNERS LLC

Position in KO — Coca Cola Co

CIK 1927537 BOSTON, MA

Position in KO

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

Position Value

$2,148,128

+$28,615 QoQ

Shares Held

26,432

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,371

of 3,621 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $3,754,853 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	26,432	$2,148,128
2	PEP	Pepsico Inc	7,605	$1,029,717
3	MNST	Monster Beverage Corp	12,006	$577,008

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,148,128	26,432	-5.2%	Shares	Sole	2026-07-30
2026-03-31	$2,119,513	27,870	+15.1%	Shares	Sole	2026-05-12
2025-12-31	$1,693,220	24,220	+2.5%	Shares	Sole	2026-02-04
2025-09-30	$1,566,345	23,618	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$1,676,492	23,696	+5.0%	Shares	Sole	2025-08-14
2025-03-31	$1,615,747	22,560	+4.3%	Shares	Sole	2025-05-02
2024-12-31	$1,346,434	21,626	+4.1%	Shares	Sole	2025-01-30
2024-09-30	$1,493,394	20,782	+2.9%	Shares	Sole	2024-10-28
2024-06-30	$1,286,048	20,205	+6.9%	Shares	Sole	2024-07-25
2024-03-31	$1,155,873	18,893	+13.5%	Shares	Sole	2024-04-23
2023-12-31	$980,948	16,646	-0.3%	Shares	Sole	2024-02-07
2023-09-30	$934,362	16,691	+0.3%	Shares	Sole	2023-10-26
2023-06-30	$1,002,060	16,640	+7.6%	Shares	Sole	2023-08-02
2023-03-31	$959,666	15,471	+10.1%	Shares	Sole	2023-04-11
2022-12-31	$893,466	14,046	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.