Skip to content
Disclosery

James J. Burns & Company, LLC: KO position timeline

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

James J. Burns & Company, LLC held 6,525 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 6,525 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $530,303.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, LLC
    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 6,522 shares
    Change vs previous 13F -650 shares

    0.07% of the 13F portfolio, value $495,995.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, LLC
    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 7,172 shares
    Change vs previous 13F -699 shares

    0.07% of the 13F portfolio, value $501,392.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,871 shares
    Change vs previous 13F -200 shares

    0.08% of the 13F portfolio, value $521,987.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,071 shares
    Change vs previous 13F +64 shares

    0.09% of the 13F portfolio, value $571,008.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,007 shares
    Change vs previous 13F -205 shares

    0.1% of the 13F portfolio, value $573,451.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, LLC
    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 8,212 shares
    Change vs previous 13F +1,758 shares

    0.09% of the 13F portfolio, value $511,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,454 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $464,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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