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Great Diamond Partners’s Coca-Cola KO Stock Holding History

Great Diamond Partners’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
12,419
-9
-0.1% -$711 0.17% 125
2026
Q1 		$945K Sell
12,428
-105
-0.8% -$7.94K 0.18% 116
2025
Q4 		$876K Hold
12,533
– – 0.17% 123
2025
Q3 		$831K Buy
12,533
+15
+0.1% +$1.03K 0.16% 124
2025
Q2 		$886K Buy
12,518
+2,504
+25% +$178K 0.19% 118
2025
Q1 		$717K Sell
10,014
-300
-3% -$20K 0.2% 98
2024
Q4 		$642K Buy
10,314
+169
+2% +$11K 0.17% 106
2024
Q3 		$729K Sell
10,145
-1,854
-15% -$127K 0.19% 101
2024
Q2 		$764K Sell
11,999
-887
-7% -$54.9K 0.18% 104
2024
Q1 		$788K Hold
12,886
– – 0.18% 105
2023
Q4 		$759K Buy
12,886
+130
+1% +$7.38K 0.19% 109
2023
Q3 		$714K Buy
12,756
+794
+7% +$47.6K 0.19% 108
2023
Q2 		$720K Buy
11,962
+92
+0.8% +$5.72K 0.19% 103
2023
Q1 		$736K Buy
11,870
+188
+2% +$11.4K 0.21% 100
2022
Q4 		$743K Buy
11,682
+14
+0.1% +$845 0.23% 96
2022
Q3 		$653K Sell
11,668
-70
-0.6% -$4.35K 0.22% 94
2022
Q2 		$738K Sell
11,738
-46
-0.4% -$2.92K 0.25% 87
2022
Q1 		$730K Sell
11,784
-20
-0.2% -$1.22K 0.2% 99
2021
Q4 		$698K Sell
11,804
-37
-0.3% -$2.06K 0.18% 106
2021
Q3 		$621K Sell
11,841
-401
-3% -$22.4K 0.17% 106
2021
Q2 		$662K Sell
12,242
-72
-0.6% -$3.92K 0.19% 105
2021
Q1 		$649K Buy
12,314
+716
+6% +$36K 0.2% 105
2020
Q4 		$636K Sell
11,598
-3,877
-25% -$200K 0.2% 91
2020
Q3 		$764K Buy
15,475
+2,808
+22% +$135K 0.28% 67
2020
Q2 		$565K Sell
12,667
-3,373
-21% -$155K 0.23% 74
2020
Q1 		$709K Sell
16,040
-3,619
-18% -$195K 0.37% 57
2019
Q4 		$1.09M Buy
+19,659
New +$1.06M 0.41% 54

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Great Diamond Partners's KO Position: Q2 2026 in Review

Great Diamond Partners reduced its Coca-Cola (KO) stake by 0.07% in Q2 2026, selling an estimated $711 and leaving 12,419 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #125.

Great Diamond Partners first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.09M in Q4 2019. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Great Diamond Partners held 12,419 shares of Coca-Cola worth $1.01M as of Q2 2026.
  • Great Diamond Partners sold 9 Coca-Cola shares in Q2 2026, an estimated $711.
  • Coca-Cola made up 0.17% of Great Diamond Partners's portfolio in Q2 2026, its #125 holding.
  • Great Diamond Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Coca-Cola position peaked at $1.09M in Q4 2019.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.