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Coastwise Capital Group, LLC: KO position timeline

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

Coastwise Capital Group, LLC held 16,659 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,659 shares
    Change vs previous 13F -1,219 shares

    0.79% of the 13F portfolio, value $1,353,869.

    13F-HR 0001934500-26-000007 filed by Coastwise Capital Group, 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 17,878 shares
    Change vs previous 13F -1,124 shares

    0.75% of the 13F portfolio, value $1,359,638.

    13F-HR 0001934500-26-000006 filed by Coastwise Capital Group, 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 19,002 shares
    Change vs previous 13F +1,731 shares

    0.66% of the 13F portfolio, value $1,328,463.

    13F-HR 0001934500-26-000005 filed by Coastwise Capital Group, 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 17,271 shares
    Change vs previous 13F +667 shares

    0.81% of the 13F portfolio, value $1,145,424.

    13F-HR 0001934500-25-000011 filed by Coastwise Capital Group, 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 16,604 shares
    Change vs previous 13F -2,312 shares

    0.94% of the 13F portfolio, value $1,174,706.

    13F-HR 0001934500-25-000006 filed by Coastwise Capital Group, 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 18,916 shares
    Change vs previous 13F +2,956 shares

    1.14% of the 13F portfolio, value $1,354,770.

    13F-HR 0001934500-25-000004 filed by Coastwise Capital Group, 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 15,960 shares
    Change vs previous 13F +46 shares

    0.79% of the 13F portfolio, value $993,675.

    13F-HR 0001962780-25-000001 filed by Coastwise Capital Group, 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 15,914 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,143,570.

    13F-HR 0001934500-24-000012 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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