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Disclosery

Caldwell Trust Co: KO position timeline

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

Caldwell Trust Co held 53,360 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,360 shares
    Change vs previous 13F -1,215 shares

    0.35% of the 13F portfolio, value $4,336,567.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 54,575 shares
    Change vs previous 13F +150 shares

    0.37% of the 13F portfolio, value $4,150,429.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 54,425 shares
    Change vs previous 13F -2,236 shares

    0.34% of the 13F portfolio, value $3,804,852.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 56,661 shares
    Change vs previous 13F -120 shares

    0.35% of the 13F portfolio, value $3,757,758.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 56,781 shares
    Change vs previous 13F -951 shares

    0.4% of the 13F portfolio, value $4,017,256.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 57,732 shares
    Change vs previous 13F -634 shares

    0.44% of the 13F portfolio, value $4,134,766.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 58,366 shares
    Change vs previous 13F -4,923 shares

    0.38% of the 13F portfolio, value $3,633,867.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 63,289 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,547,948.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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