ROTHSCHILD INVESTMENT LLC

Position in KO — Coca Cola Co

CIK 85338 CHICAGO, IL

Position in KO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,866,528

+$145,745 QoQ

Shares Held

22,967

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,456

of 3,607 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $7,736,106 across 11 Beverages - Non-Alcoholic names. KO ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	33,375	$4,518,975
2	KO	Coca Cola Co This page	22,967	$1,866,528
3	COKE	Coca-Cola Consolidated, Inc.	3,464	$661,346
4	CELH	Celsius Holdings, Inc.	17,483	$511,902
5	MNST	Monster Beverage Corp	1,664	$79,971
6	KDP	Keurig Dr Pepper Inc.	2,012	$65,852
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	143	$14,310
8	PRMB	Primo Brands Corp	287	$7,014

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,866,528	22,967	+1.5%	Shares	Sole	2026-08-06
2026-03-31	$1,720,783	22,627	+9.4%	Shares	Sole	2026-05-07
2025-12-31	$1,446,367	20,689	+1.4%	Shares	Sole	2026-02-10
2025-09-30	$1,352,530	20,394	+6.2%	Shares	Sole	2025-11-07
2025-06-30	$1,359,107	19,210	-3.7%	Shares	Sole	2025-08-11
2025-03-31	$1,429,320	19,957	-0.1%	Shares	Sole	2025-04-08
2024-12-31	$1,244,017	19,981	-5.8%	Shares	Sole	2025-02-04
2024-09-30	$1,523,432	21,200	-2.3%	Shares	Sole	2024-10-18
2024-06-30	$1,381,586	21,706	+12.1%	Shares	Sole	2024-07-31
2024-03-31	$1,184,689	19,364	+5.5%	Shares	Sole	2024-07-31
2023-12-31	$1,081,601	18,354	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.