APPLETON PARTNERS INC/MA

Position in KO — Coca Cola Co

CIK 1055290 BOSTON, MA

Position in KO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$916,075

+$35,797 QoQ

Shares Held

11,272

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,008

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $19,129,595 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	252,128	$12,117,271
2	PEP	Pepsico Inc	45,024	$6,096,249
3	KO	Coca Cola Co This page	11,272	$916,075

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$916,075	11,272	-2.6%	Shares	Sole	2026-07-21
2026-03-31	$880,278	11,575	-4.1%	Shares	Sole	2026-04-28
2025-12-31	$843,673	12,068	-13.9%	Shares	Sole	2026-01-09
2025-09-30	$929,408	14,014	-9.2%	Shares	Sole	2025-11-05
2025-06-30	$1,091,955	15,434	+0.5%	Shares	Sole	2025-07-22
2025-03-31	$1,100,011	15,359	-8.4%	Shares	Sole	2025-04-22
2024-12-31	$1,043,415	16,759	-1.0%	Shares	Sole	2025-01-28
2024-09-30	$1,216,158	16,924	-1.7%	Shares	Sole	2024-10-01
2024-06-30	$1,095,543	17,212	-3.7%	Shares	Sole	2024-07-02
2024-03-31	$1,093,776	17,878	-20.6%	Shares	Sole	2024-04-01
2023-12-31	$1,326,632	22,512	-0.9%	Shares	Sole	2024-01-02
2023-09-30	$1,271,137	22,707	-5.8%	Shares	Sole	2023-10-03
2023-06-30	$1,451,362	24,101	+3.8%	Shares	Sole	2023-07-10
2023-03-31	$1,439,902	23,213	+20.5%	Shares	Sole	2023-04-10
2022-12-31	$1,225,383	19,264	-2.5%	Shares	Sole	2023-01-19
2022-09-30	$1,107,011	19,761	-1.8%	Shares	Sole	2022-10-27
2022-06-30	$1,265,371	20,114	-1.3%	Shares	Sole	2022-07-08
2022-03-31	$1,263,250	20,375	-9.7%	Shares	Sole	2022-04-05
2021-12-31	$1,335,540	22,556	+9.7%	Shares	Sole	2022-02-03
2021-09-30	$1,078,573	20,556	-5.8%	Shares	Sole	2021-10-14
2021-06-30	$1,180,463	21,816	+0.8%	Shares	Sole	2021-07-07
2021-03-31	$1,140,697	21,641	+0.6%	Shares	Sole	2021-04-19
2020-12-31	$1,179,663	21,511	+1.4%	Shares	Sole	2021-01-19
2020-09-30	$1,047,433	21,216	-1.2%	Shares	Sole	2020-10-14
2020-06-30	$959,324	21,471	-3.0%	Shares	Sole	2020-08-14
2020-03-31	$979,429	22,134	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.