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HOWE & RUSLING INC: KO position timeline

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

HOWE & RUSLING INC held 201,373 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,373 shares
    Change vs previous 13F +1,656 shares

    0.95% of the 13F portfolio, value $16,365,550.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 199,717 shares
    Change vs previous 13F +1,681 shares

    0.99% of the 13F portfolio, value $15,188,455.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 198,036 shares
    Change vs previous 13F +740 shares

    0.92% of the 13F portfolio, value $13,844,704.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 197,296 shares
    Change vs previous 13F -4,029 shares

    0.9% of the 13F portfolio, value $13,084,696.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 201,325 shares
    Change vs previous 13F +5,101 shares

    1.05% of the 13F portfolio, value $14,243,715.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 196,224 shares
    Change vs previous 13F +16,476 shares

    1.18% of the 13F portfolio, value $14,053,573.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 179,748 shares
    Change vs previous 13F +2,793 shares

    0.96% of the 13F portfolio, value $11,191,088.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 176,955 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $12,715,986.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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