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Disclosery

Douglas Lane & Associates, LLC: KO position timeline

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

Douglas Lane & Associates, LLC held 874,052 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 874,052 shares
    Change vs previous 13F -74,357 shares

    1.01% of the 13F portfolio, value $75,238,374.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 948,409 shares
    Change vs previous 13F -20,426 shares

    1.05% of the 13F portfolio, value $77,077,179.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 968,835 shares
    Change vs previous 13F -12,308 shares

    1.06% of the 13F portfolio, value $73,679,871.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 981,143 shares
    Change vs previous 13F +8,860 shares

    0.94% of the 13F portfolio, value $68,591,702.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 972,283 shares
    Change vs previous 13F -31,257 shares

    0.9% of the 13F portfolio, value $64,481,825.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,003,540 shares
    Change vs previous 13F -31,373 shares

    1.03% of the 13F portfolio, value $71,000,431.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,034,913 shares
    Change vs previous 13F +3,901 shares

    1.09% of the 13F portfolio, value $74,120,496.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,031,012 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $64,190,830.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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