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Carnegie Investment Counsel: KO position timeline

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

Carnegie Investment Counsel held 217,150 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,150 shares
    Change vs previous 13F -12,710 shares

    0.35% of the 13F portfolio, value $17,647,804.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 229,860 shares
    Change vs previous 13F +330 shares

    0.34% of the 13F portfolio, value $17,480,862.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 229,530 shares
    Change vs previous 13F +123,261 shares

    0.3% of the 13F portfolio, value $16,046,426.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 106,269 shares
    Change vs previous 13F +252 shares

    0.13% of the 13F portfolio, value $7,047,740.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 106,017 shares
    Change vs previous 13F +5,694 shares

    0.15% of the 13F portfolio, value $7,500,702.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 100,323 shares
    Change vs previous 13F +10,499 shares

    0.16% of the 13F portfolio, value $6,893,487.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 89,824 shares
    Change vs previous 13F +7,336 shares

    0.16% of the 13F portfolio, value $5,592,432.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 82,488 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,927,440.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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