ASPIRIANT, LLC

Position in KO — Coca Cola Co

CIK 1433541 San Francisco, CA

Position in KO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,012,136

+$54,211 QoQ

Shares Held

12,454

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,921

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ASPIRIANT, LLC holds $3,664,849 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	18,108	$2,451,823
2	KO	Coca Cola Co This page	12,454	$1,012,136
3	MNST	Monster Beverage Corp	4,180	$200,890

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,012,136	12,454	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$957,925	12,596	-7.8%	Shares	Sole	2026-05-12
2025-12-31	$954,900	13,659	+7.4%	Shares	Sole	2026-01-20
2025-09-30	$843,590	12,720	-8.1%	Shares	Sole	2025-10-24
2025-06-30	$979,463	13,844	-4.5%	Shares	Sole	2025-07-29
2025-03-31	$1,038,490	14,500	-11.5%	Shares	Sole	2025-04-21
2024-12-31	$1,020,441	16,390	-3.6%	Shares	Sole	2025-01-16
2024-09-30	$1,221,404	16,997	+30.2%	Shares	Sole	2024-10-17
2024-06-30	$830,759	13,052	-11.0%	Shares	Sole	2024-07-15
2024-03-31	$896,837	14,659	+1.7%	Shares	Sole	2024-04-15
2023-12-31	$849,181	14,410	-6.9%	Shares	Sole	2024-01-26
2023-09-30	$866,850	15,485	+16.6%	Shares	Sole	2023-10-18
2023-06-30	$799,962	13,284	-1.0%	Shares	Sole	2023-07-19
2023-03-31	$832,318	13,418	-6.5%	Shares	Sole	2023-04-27
2022-12-31	$912,994	14,353	+5.2%	Shares	Sole	2023-01-23
2022-09-30	$764,168	13,641	-0.7%	Shares	Sole	2022-10-28
2022-06-30	$864,383	13,740	+1.7%	Shares	Sole	2022-07-25
2022-03-31	$837,620	13,510	+6.7%	Shares	Sole	2022-05-06
2021-12-31	$749,953	12,666	+11.7%	Shares	Sole	2022-02-14
2021-09-30	$594,852	11,337	+0.1%	Shares	Sole	2021-10-27
2021-06-30	$612,958	11,328	-7.2%	Shares	Sole	2021-08-13
2021-03-31	$643,536	12,209	+5.2%	Shares	Sole	2021-05-11
2020-12-31	$636,363	11,604	-49.9%	Shares	Sole	2021-02-01
2020-09-30	$1,143,310	23,158	+21.1%	Shares	Sole	2020-10-29
2020-06-30	$854,326	19,121	+5.2%	Shares	Sole	2020-08-06
2020-03-31	$804,066	18,171	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.