Great Diamond Partners, LLC

Position in KO — Coca Cola Co

CIK 1801112 Portland, ME

Position in KO

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

Position Value

$1,009,292

+$64,143 QoQ

Shares Held

12,419

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,923

of 3,620 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Great Diamond Partners, LLC holds $2,247,684 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	12,419	$1,009,292
2	PEP	Pepsico Inc	5,224	$707,329
3	MNST	Monster Beverage Corp	11,050	$531,063

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,292	12,419	-0.1%	Shares	Sole	2026-07-17
2026-03-31	$945,149	12,428	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$876,182	12,533	0.0%	Shares	Sole	2026-02-06
2025-09-30	$831,188	12,533	+0.1%	Shares	Sole	2025-10-20
2025-06-30	$885,648	12,518	+25.0%	Shares	Sole	2025-08-13
2025-03-31	$717,202	10,014	-2.9%	Shares	Sole	2025-05-13
2024-12-31	$642,149	10,314	+1.7%	Shares	Sole	2025-01-23
2024-09-30	$729,019	10,145	-15.5%	Shares	Sole	2024-10-25
2024-06-30	$763,736	11,999	-6.9%	Shares	Sole	2024-07-29
2024-03-31	$788,365	12,886	0.0%	Shares	Sole	2024-05-08
2023-12-31	$759,371	12,886	+1.0%	Shares	Sole	2024-02-07
2023-09-30	$714,080	12,756	+6.6%	Shares	Sole	2023-10-19
2023-06-30	$720,351	11,962	+0.8%	Shares	Sole	2023-07-17
2023-03-31	$736,296	11,870	+1.6%	Shares	Sole	2023-05-04
2022-12-31	$743,092	11,682	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$653,641	11,668	-0.6%	Shares	Sole	2022-10-24
2022-06-30	$738,437	11,738	-0.4%	Shares	Sole	2022-07-26
2022-03-31	$730,608	11,784	-0.2%	Shares	Sole	2022-05-05
2021-12-31	$698,914	11,804	-0.3%	Shares	Sole	2022-01-26
2021-09-30	$621,297	11,841	-3.3%	Shares	Sole	2021-10-21
2021-06-30	$662,414	12,242	-0.6%	Shares	Sole	2021-07-26
2021-03-31	$649,070	12,314	+6.2%	Shares	Sole	2021-05-04
2020-12-31	$636,034	11,598	-25.1%	Shares	Sole	2021-01-26
2020-09-30	$764,000	15,475	+22.2%	Shares	Sole	2020-10-19
2020-06-30	$565,961	12,667	-21.0%	Shares	Sole	2020-08-04
2020-03-31	$709,770	16,040	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.