Position in KO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$309,557
+$99,127 QoQ
Shares Held
3,809
+37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,923
of 3,621 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Investment Research Partners LLC holds $611,905 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
3,809 | $309,557 | |
| 2 | PEP |
Pepsico Inc
|
2,233 | $302,348 |
All Filings in KO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,557 | 3,809 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $210,430 | 2,767 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||