Skip to content
Disclosery

Castle Rock Wealth Management, LLC: KO position timeline

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

Castle Rock Wealth Management, LLC held 242,821 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 242,821 shares
    Change vs previous 13F -979 shares

    3.94% of the 13F portfolio, value $20,923,862.

    13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 243,800 shares
    Change vs previous 13F -154 shares

    3.89% of the 13F portfolio, value $19,818,485.

    13F-HR 0001727605-26-000004 filed by Castle Rock Wealth 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 ended2026-03-31
    13F 243,954 shares
    Change vs previous 13F +1,614 shares

    4.05% of the 13F portfolio, value $18,716,151.

    13F-HR 0001727605-26-000002 filed by Castle Rock Wealth 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 ended2025-12-31
    13F 242,340 shares
    Change vs previous 13F -772 shares

    4.03% of the 13F portfolio, value $18,662,093.

    13F-HR 0001727605-26-000001 filed by Castle Rock Wealth 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 ended2025-09-30
    13F 243,112 shares
    Change vs previous 13F -15 shares

    3.54% of the 13F portfolio, value $16,022,901.

    13F-HR 0001727605-25-000002 filed by Castle Rock Wealth 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 ended2025-06-30
    13F 243,127 shares
    Change vs previous 13F +31 shares

    4% of the 13F portfolio, value $17,136,304.

    13F-HR 0001085146-25-004102 filed by Castle Rock Wealth 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 ended2025-03-31
    13F 243,096 shares
    Change vs previous 13F -1,685 shares

    4.7% of the 13F portfolio, value $17,405,513.

    13F-HR 0001085146-25-001933 filed by Castle Rock Wealth 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 ended2024-12-31
    13F 244,781 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $16,858,054.

    13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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