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Disclosery

FORBES J M & CO LLP: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on KO, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 249,886 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,886 shares
    Change vs previous 13F -831 shares

    1.6% of the 13F portfolio, value $20,308,235.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 250,717 shares
    Change vs previous 13F +2,146 shares

    1.61% of the 13F portfolio, value $19,067,028.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 248,571 shares
    Change vs previous 13F +1,814 shares

    1.41% of the 13F portfolio, value $17,377,599.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 246,757 shares
    Change vs previous 13F +2,608 shares

    1.36% of the 13F portfolio, value $16,364,924.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 244,149 shares
    Change vs previous 13F +240 shares

    1.58% of the 13F portfolio, value $17,273,542.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 243,909 shares
    Change vs previous 13F +7,218 shares

    1.69% of the 13F portfolio, value $17,468,763.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 236,691 shares
    Change vs previous 13F +783 shares

    1.42% of the 13F portfolio, value $14,736,382.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 235,908 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $16,952,349.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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