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Disclosery

Cornerstone Financial Management LLC: KO position timeline

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

Cornerstone Financial Management LLC held 4,507 KO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,507 shares
    Change vs previous 13F +251 shares

    0.29% of the 13F portfolio, value $366,284.

    13F-HR/A 0002110329-26-000015 filed by Cornerstone Financial Management 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/A 4,256 shares
    Change vs previous 13F -685 shares

    0.3% of the 13F portfolio, value $323,669.

    13F-HR/A 0002110329-26-000014 filed by Cornerstone Financial 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 ended2025-12-31
    13F/A 4,941 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $345,425.

    13F-HR/A 0002110329-26-000013 filed by Cornerstone Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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