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Disclosery

Belpointe Asset Management LLC: KO position timeline

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

Belpointe Asset Management LLC held 36,889 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,889 shares
    Change vs previous 13F +4,300 shares

    0.1% of the 13F portfolio, value $2,998,023.

    13F-HR 0001721242-26-000005 filed by Belpointe 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 32,589 shares
    Change vs previous 13F -10,408 shares

    0.09% of the 13F portfolio, value $2,478,421.

    13F-HR 0001721242-26-000004 filed by Belpointe 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 42,997 shares
    Change vs previous 13F +5,546 shares

    0.11% of the 13F portfolio, value $3,005,928.

    13F-HR 0001721242-26-000001 filed by Belpointe 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 37,451 shares
    Change vs previous 13F +365 shares

    0.09% of the 13F portfolio, value $2,483,826.

    13F-HR 0001721242-25-000007 filed by Belpointe 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 37,086 shares
    Change vs previous 13F +357 shares

    0.11% of the 13F portfolio, value $2,623,967.

    13F-HR 0001721242-25-000005 filed by Belpointe 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 36,729 shares
    Change vs previous 13F +6,784 shares

    0.14% of the 13F portfolio, value $2,630,572.

    13F-HR 0001721242-25-000004 filed by Belpointe 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 29,945 shares
    Change vs previous 13F -1,430 shares

    0.13% of the 13F portfolio, value $2,170,128.

    13F-HR 0001721242-25-000002 filed by Belpointe 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 31,375 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,254,619.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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