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Capital Wealth Planning, LLC: KO position timeline

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

Capital Wealth Planning, LLC held 5,970,593 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 5,970,593 shares
    Change vs previous 13F +1,181,888 shares

    2.42% of the 13F portfolio, value $485,230,124.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 4,788,705 shares
    Change vs previous 13F +579,630 shares

    2.01% of the 13F portfolio, value $364,181,031.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 4,209,075 shares
    Change vs previous 13F +1,865,286 shares

    1.9% of the 13F portfolio, value $292,894,073.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 2,343,789 shares
    Change vs previous 13F -1,183,978 shares

    1.1% of the 13F portfolio, value $155,440,084.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 3,527,767 shares
    Change vs previous 13F +3,520,913 shares

    1.97% of the 13F portfolio, value $249,589,516.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 6,854 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $490,902.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 6,819 shares
    Change vs previous 13F -3,433 shares

    <0.01% of the 13F portfolio, value $424,567.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 10,252 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $736,715.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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