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Destination Wealth Management: KO position timeline

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

Destination Wealth Management held 104,656 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,656 shares
    Change vs previous 13F +2,364 shares

    0.2% of the 13F portfolio, value $8,505,414.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    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 102,292 shares
    Change vs previous 13F +1,665 shares

    0.2% of the 13F portfolio, value $7,779,281.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    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 100,627 shares
    Change vs previous 13F +650 shares

    0.18% of the 13F portfolio, value $7,034,818.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    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 99,977 shares
    Change vs previous 13F -395 shares

    0.18% of the 13F portfolio, value $6,630,445.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    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 100,372 shares
    Change vs previous 13F +1,155 shares

    0.21% of the 13F portfolio, value $7,101,289.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    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 99,217 shares
    Change vs previous 13F -2,239 shares

    0.22% of the 13F portfolio, value $7,105,925.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    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 101,456 shares
    Change vs previous 13F +867 shares

    0.2% of the 13F portfolio, value $6,316,654.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    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 100,589 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,228,316.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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