Choate Investment Advisors

Position in KO — Coca Cola Co

CIK 1399794 BOSTON, MA

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$16,314,383

+$1,125,982 QoQ

Shares Held

200,743

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#496

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Consumer Defensive · as of Jun 30, 2026

Choate Investment Advisors holds $29,768,232 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	200,743	$16,314,383
2	PEP	Pepsico Inc	97,704	$13,229,121
3	MNST	Monster Beverage Corp	4,676	$224,728

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,314,383	200,743	+0.5%	Shares	Sole	2026-08-11
2026-03-31	$15,188,401	199,716	+15.5%	Shares	Sole	2026-05-13
2025-12-31	$12,089,815	172,934	+48.3%	Shares	Sole	2026-02-09
2025-09-30	$7,732,182	116,589	+112.8%	Shares	Sole	2025-11-10
2025-06-30	$3,876,604	54,793	-9.7%	Shares	Sole	2025-08-12
2025-03-31	$4,343,967	60,653	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$3,816,724	61,303	+2.5%	Shares	Sole	2025-02-10
2024-09-30	$4,299,240	59,828	+0.5%	Shares	Sole	2024-11-13
2024-06-30	$3,787,620	59,507	-8.6%	Shares	Sole	2024-08-08
2024-03-31	$3,985,265	65,140	-3.5%	Shares	Sole	2024-05-07
2023-12-31	$3,978,010	67,504	+3.7%	Shares	Sole	2024-02-14
2023-09-30	$3,645,137	65,115	-7.4%	Shares	Sole	2023-10-30
2023-06-30	$4,234,309	70,314	+3.9%	Shares	Sole	2023-08-01
2023-03-31	$4,197,508	67,669	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$4,441,122	69,818	+23.4%	Shares	Sole	2023-02-14
2022-09-30	$3,168,827	56,566	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$3,476,721	55,265	+2.0%	Shares	Sole	2022-08-11
2022-03-31	$3,358,540	54,170	-5.2%	Shares	Sole	2022-04-29
2021-12-31	$3,382,904	57,134	+0.4%	Shares	Sole	2022-02-07
2021-09-30	$2,985,752	56,904	+0.1%	Shares	Sole	2021-11-04
2021-06-30	$3,075,017	56,829	+3.1%	Shares	Sole	2021-07-30
2021-03-31	$2,904,268	55,099	+2.3%	Shares	Sole	2021-05-07
2020-12-31	$2,953,353	53,854	+2.9%	Shares	Sole	2021-02-08
2020-09-30	$2,583,383	52,327	+0.1%	Shares	Sole	2020-10-26
2020-06-30	$2,335,736	52,277	-5.2%	Shares	Sole	2020-07-23
2020-03-31	$2,440,608	55,155	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.