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Disclosery

JGP Wealth Management, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on KO, newest first. How the timeline and the estimate are built.

JGP Wealth Management, LLC held 25,011 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 25,011 shares
    Change vs previous 13F +1,217 shares

    0.19% of the 13F portfolio, value $2,152,908.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,794 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $1,933,714.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    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 23,804 shares
    Change vs previous 13F -248 shares

    0.19% of the 13F portfolio, value $1,810,274.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,052 shares
    Change vs previous 13F +1,275 shares

    0.18% of the 13F portfolio, value $1,681,456.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,777 shares
    Change vs previous 13F +361 shares

    0.17% of the 13F portfolio, value $1,505,539.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,416 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $1,585,957.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
    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 22,414 shares
    Change vs previous 13F -316 shares

    0.21% of the 13F portfolio, value $1,605,319.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,730 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,415,194.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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