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Disclosery

Cornerstone Wealth Management, LLC: KO position timeline

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

Cornerstone Wealth Management, LLC held 140,475 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,475 shares
    Change vs previous 13F +1,949 shares

    0.49% of the 13F portfolio, value $11,416,458.

    13F-HR 0001674117-26-000004 filed by Cornerstone Wealth 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 138,526 shares
    Change vs previous 13F +4,057 shares

    0.53% of the 13F portfolio, value $10,534,959.

    13F-HR 0001674117-26-000002 filed by Cornerstone 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 ended2025-12-31
    13F 134,469 shares
    Change vs previous 13F +2,818 shares

    0.49% of the 13F portfolio, value $9,400,743.

    13F-HR 0001674117-26-000001 filed by Cornerstone 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 ended2025-09-30
    13F 131,651 shares
    Change vs previous 13F +4,539 shares

    0.48% of the 13F portfolio, value $8,731,082.

    13F-HR 0001674117-25-000003 filed by Cornerstone 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 ended2025-06-30
    13F 127,112 shares
    Change vs previous 13F +5,833 shares

    0.55% of the 13F portfolio, value $8,993,279.

    13F-HR 0001085146-25-004917 filed by Cornerstone 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 ended2025-03-31
    13F 121,279 shares
    Change vs previous 13F +3,920 shares

    0.59% of the 13F portfolio, value $8,686,038.

    13F-HR 0001085146-25-002197 filed by Cornerstone 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 ended2024-12-31
    13F 117,359 shares
    Change vs previous 13F +4,288 shares

    0.49% of the 13F portfolio, value $7,306,771.

    13F-HR 0001085146-25-000321 filed by Cornerstone 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 ended2024-09-30
    13F 113,071 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,125,260.

    13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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