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Hennion & Walsh Asset Management, Inc.: KO position timeline

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

Hennion & Walsh Asset Management, Inc. held 81,582 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,582 shares
    Change vs previous 13F +1,894 shares

    0.21% of the 13F portfolio, value $7,022,579.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 79,688 shares
    Change vs previous 13F +3,274 shares

    0.18% of the 13F portfolio, value $6,476,244.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    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 76,414 shares
    Change vs previous 13F -427 shares

    0.2% of the 13F portfolio, value $5,811,285.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    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 76,841 shares
    Change vs previous 13F -3,490 shares

    0.19% of the 13F portfolio, value $5,371,954.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    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 80,331 shares
    Change vs previous 13F -301 shares

    0.19% of the 13F portfolio, value $5,327,552.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    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 80,632 shares
    Change vs previous 13F -1,724 shares

    0.23% of the 13F portfolio, value $5,704,714.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    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 82,356 shares
    Change vs previous 13F +2,940 shares

    0.26% of the 13F portfolio, value $5,898,337.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    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 79,416 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,944,440.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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