Grove Bank & Trust

Bank

Position in KO — Coca Cola Co

CIK 1662212 Miami, FL

Position in KO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,325,188

+$218,661 QoQ

Shares Held

16,306

+12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,698

of 3,612 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Consumer Defensive · as of Jun 30, 2026

Grove Bank & Trust holds $4,519,337 across 5 Beverages - Non-Alcoholic names. KO ranks #3 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	12,835	$1,737,858
2	MNST	Monster Beverage Corp	29,936	$1,438,724
3	KO	Coca Cola Co This page	16,306	$1,325,188
4	KOF	Coca Cola Femsa Sab De CV	90	$9,562
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	80	$8,005

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,325,188	16,306	+12.1%	Shares	Defined	2026-07-07
2026-03-31	$1,106,527	14,550	-2.9%	Shares	Defined	2026-04-08
2025-12-31	$1,047,461	14,983	-17.0%	Shares	Defined	2026-01-08
2025-09-30	$1,197,606	18,058	+3.6%	Shares	Defined	2025-10-06
2025-06-30	$1,233,384	17,433	+2.0%	Shares	Defined	2025-07-11
2025-03-31	$1,224,129	17,092	+49.3%	Shares	Defined	2025-04-17
2024-12-31	$712,814	11,449	+2.1%	Shares	Defined	2025-01-16
2024-09-30	$805,838	11,214	+3.9%	Shares	Defined	2024-10-11
2024-06-30	$687,228	10,797	-14.8%	Shares	Defined	2024-07-24
2024-03-31	$775,701	12,679	-42.2%	Shares	Defined	2024-04-30
2023-12-31	$1,293,689	21,953	-2.3%	Shares	Defined	2024-01-30
2023-09-30	$1,258,318	22,478	+6.5%	Shares	Defined	2023-10-30
2023-06-30	$1,271,304	21,111	-2.0%	Shares	Defined	2023-07-27
2023-03-31	$1,336,621	21,548	+2.2%	Shares	Defined	2023-05-10
2022-12-31	$1,341,534	21,090	+0.8%	Shares	Defined	2023-02-03
2022-09-30	$1,171,938	20,920	-14.0%	Shares	Sole	2022-10-28
2022-06-30	$1,530,599	24,330	-8.5%	Shares	Sole	2022-07-29
2022-03-31	$1,649,200	26,600	-3.3%	Shares	Sole	2022-04-22
2021-12-31	$1,629,103	27,514	+1.9%	Shares	Sole	2022-01-31
2021-09-30	$1,416,584	26,998	+1.2%	Shares	Sole	2021-10-28
2021-06-30	$1,443,167	26,671	+7.2%	Shares	Sole	2021-07-28
2021-03-31	$1,311,002	24,872	+4.7%	Shares	Sole	2021-04-23
2020-12-31	$1,302,285	23,747	+1.2%	Shares	Sole	2021-02-03
2020-09-30	$1,158,417	23,464	-6.0%	Shares	Sole	2020-10-30
2020-06-30	$1,115,302	24,962	+1.0%	Shares	Sole	2020-07-31
2020-03-31	$1,093,903	24,721	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.