GRIMES & Co WEALTH MANAGEMENT, LLC

Position in KO — Coca Cola Co

CIK 1321993 WESTBOROUGH, MA

Position in KO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,286,341

+$513,805 QoQ

Shares Held

52,742

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#987

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $16,841,869 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	74,734	$10,118,983
2	KO	Coca Cola Co This page	52,742	$4,286,341
3	MNST	Monster Beverage Corp	50,698	$2,436,545

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,286,341	52,742	+6.3%	Shares	Other	2026-07-17
2026-03-31	$3,772,536	49,606	+120.1%	Shares	Sole	2026-04-21
2025-12-31	$1,575,701	22,539	-10.5%	Shares	Sole	2026-02-03
2025-09-30	$1,670,401	25,187	-3.6%	Shares	Sole	2025-10-27
2025-06-30	$1,849,405	26,140	+10.9%	Shares	Sole	2025-07-22
2025-03-31	$1,688,584	23,577	+0.8%	Shares	Sole	2025-04-17
2024-12-31	$1,456,385	23,392	+4.1%	Shares	Sole	2025-01-21
2024-09-30	$1,614,766	22,471	+5.3%	Shares	Sole	2024-10-22
2024-06-30	$1,358,354	21,341	+1.0%	Shares	Sole	2024-07-22
2024-03-31	$1,292,916	21,133	+0.4%	Shares	Sole	2024-04-17
2023-12-31	$1,240,830	21,056	+17.0%	Shares	Sole	2024-01-24
2023-09-30	$1,007,528	17,998	-1.2%	Shares	Sole	2023-10-19
2023-06-30	$1,096,907	18,215	+0.5%	Shares	Sole	2023-07-19
2023-03-31	$1,123,797	18,117	-4.3%	Shares	Sole	2023-04-20
2022-12-31	$1,204,137	18,930	-1.7%	Shares	Sole	2023-01-25
2022-09-30	$1,079,169	19,264	-0.7%	Shares	Sole	2022-10-28
2022-06-30	$1,220,328	19,398	+4.3%	Shares	Sole	2022-07-22
2022-03-31	$1,153,200	18,600	-1.5%	Shares	Sole	2022-05-06
2021-12-31	$1,118,536	18,891	-1.7%	Shares	Sole	2022-02-01
2021-09-30	$1,008,211	19,215	+3.0%	Shares	Sole	2021-11-08
2021-06-30	$1,009,800	18,662	-3.2%	Shares	Sole	2021-08-04
2021-03-31	$1,015,827	19,272	+17.8%	Shares	Sole	2021-05-12
2020-12-31	$897,456	16,365	-1.2%	Shares	Sole	2021-02-02
2020-09-30	$817,912	16,567	+1.2%	Shares	Sole	2020-11-12
2020-06-30	$731,500	16,372	-1.9%	Shares	Sole	2020-07-31
2020-03-31	$738,488	16,689	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.