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Disclosery

Cornerstone Wealth Group, LLC: KO position timeline

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

Cornerstone Wealth Group, LLC held 27,325 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,325 shares
    Change vs previous 13F +2,416 shares

    0.13% of the 13F portfolio, value $2,220,719.

    13F-HR 0001214659-26-009059 filed by Cornerstone Wealth 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 24,909 shares
    Change vs previous 13F +719 shares

    0.12% of the 13F portfolio, value $1,860,684.

    13F-HR 0001214659-26-004952 filed by Cornerstone Wealth 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 24,190 shares
    Change vs previous 13F -538 shares

    0.12% of the 13F portfolio, value $1,691,092.

    13F-HR 0001214659-26-000811 filed by Cornerstone Wealth 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 24,728 shares
    Change vs previous 13F -1,275 shares

    0.11% of the 13F portfolio, value $1,639,990.

    13F-HR 0001214659-25-015562 filed by Cornerstone Wealth 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 26,003 shares
    Change vs previous 13F +2,166 shares

    0.14% of the 13F portfolio, value $1,839,713.

    13F-HR 0001214659-25-010940 filed by Cornerstone Wealth 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 23,837 shares
    Change vs previous 13F +461 shares

    0.14% of the 13F portfolio, value $1,707,204.

    13F-HR 0001214659-25-006250 filed by Cornerstone Wealth 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 23,376 shares
    Change vs previous 13F +401 shares

    0.12% of the 13F portfolio, value $1,455,418.

    13F-HR 0001214659-25-001100 filed by Cornerstone Wealth 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 22,975 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,650,948.

    13F-HR 0001214659-24-017935 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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