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Disclosery

Aureus Asset Management, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aureus Asset Management, LLC on KO, newest first. How the timeline and the estimate are built.

Aureus Asset Management, LLC held 92,498 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,498 shares
    Change vs previous 13F +2,734 shares

    0.46% of the 13F portfolio, value $7,517,364.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 89,764 shares
    Change vs previous 13F -603 shares

    0.45% of the 13F portfolio, value $6,826,566.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,367 shares
    Change vs previous 13F +276 shares

    0.4% of the 13F portfolio, value $6,317,570.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,091 shares
    Change vs previous 13F +40 shares

    0.39% of the 13F portfolio, value $5,974,841.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 90,051 shares
    Change vs previous 13F -639 shares

    0.41% of the 13F portfolio, value $6,371,080.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,690 shares
    Change vs previous 13F -569 shares

    0.46% of the 13F portfolio, value $6,495,229.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 91,259 shares
    Change vs previous 13F -706 shares

    0.37% of the 13F portfolio, value $5,681,795.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 91,965 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,608,624.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).