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Disclosery

Heritage Trust Co: KO position timeline

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

Heritage Trust Co held 31,156 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,156 shares
    Change vs previous 13F +380 shares

    0.22% of the 13F portfolio, value $2,532,050.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    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 30,776 shares
    Change vs previous 13F -150 shares

    0.23% of the 13F portfolio, value $2,340,520.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    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 30,926 shares
    Change vs previous 13F -1,116 shares

    0.22% of the 13F portfolio, value $2,162,044.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    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 32,042 shares
    Change vs previous 13F -724 shares

    0.23% of the 13F portfolio, value $2,125,028.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    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 32,766 shares
    Change vs previous 13F -2,623 shares

    0.27% of the 13F portfolio, value $2,318,205.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    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 35,389 shares
    Change vs previous 13F -1,811 shares

    0.31% of the 13F portfolio, value $2,534,564.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    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 37,200 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,316,077.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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