Chesapeake Wealth Management: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesapeake Wealth Management on KO, newest first. How the timeline and the estimate are built.
Chesapeake Wealth Management held 21,168 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 21,168 sharesChange vs previous 13F -1,105 shares
0.48% of the 13F portfolio, value $1,720,323.
13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,273 sharesChange vs previous 13F -35 shares
0.52% of the 13F portfolio, value $1,693,861.
13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,308 sharesChange vs previous 13F -132 shares
0.46% of the 13F portfolio, value $1,559,551.
13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,440 sharesChange vs previous 13F -290 shares
0.45% of the 13F portfolio, value $1,488,220.
13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,730 sharesChange vs previous 13F -288 shares
0.54% of the 13F portfolio, value $1,608,147.
13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,018 sharesChange vs previous 13F -552 shares
0.59% of the 13F portfolio, value $1,648,548.
13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,570 sharesChange vs previous 13F +141 shares
0.5% of the 13F portfolio, value $1,467,468.
13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,429 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $1,683,607.
13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).