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Disclosery

Boltwood Capital Management: KO position timeline

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

Boltwood Capital Management held 25,756 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,756 shares
    Change vs previous 13F -227 shares

    0.5% of the 13F portfolio, value $2,217,076.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,983 shares
    Change vs previous 13F -230 shares

    0.48% of the 13F portfolio, value $2,111,638.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,213 shares
    Change vs previous 13F -145 shares

    0.51% of the 13F portfolio, value $1,993,499.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,358 shares
    Change vs previous 13F +40 shares

    0.48% of the 13F portfolio, value $1,842,688.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,318 shares
    Change vs previous 13F +195 shares

    0.46% of the 13F portfolio, value $1,745,410.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,123 shares
    Change vs previous 13F -132 shares

    0.53% of the 13F portfolio, value $1,848,202.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,255 shares
    Change vs previous 13F -295 shares

    0.57% of the 13F portfolio, value $1,880,383.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,550 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,653,003.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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