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Disclosery

Ballentine Partners, LLC: KO position timeline

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

Ballentine Partners, LLC held 61,694 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,694 shares
    Change vs previous 13F +2,165 shares

    0.06% of the 13F portfolio, value $5,013,872.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 59,529 shares
    Change vs previous 13F +151 shares

    0.06% of the 13F portfolio, value $4,527,181.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 59,378 shares
    Change vs previous 13F -3,114 shares

    0.06% of the 13F portfolio, value $4,151,116.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 62,492 shares
    Change vs previous 13F -21,348 shares

    0.06% of the 13F portfolio, value $4,144,469.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 83,840 shares
    Change vs previous 13F +515 shares

    0.09% of the 13F portfolio, value $5,931,680.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 83,325 shares
    Change vs previous 13F +1,353 shares

    0.1% of the 13F portfolio, value $5,967,737.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 81,972 shares
    Change vs previous 13F +1,468 shares

    0.09% of the 13F portfolio, value $5,103,577.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 80,504 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,785,018.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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