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Disclosery

Joel Isaacson & Co., LLC: KO position timeline

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

Joel Isaacson & Co., LLC held 24,898 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,898 shares
    Change vs previous 13F +156 shares

    0.06% of the 13F portfolio, value $2,023,439.

    13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., 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 24,742 shares
    Change vs previous 13F +1,044 shares

    0.06% of the 13F portfolio, value $1,881,647.

    13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., 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 23,698 shares
    Change vs previous 13F +71 shares

    0.05% of the 13F portfolio, value $1,656,744.

    13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., 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 23,627 shares
    Change vs previous 13F +2,089 shares

    0.06% of the 13F portfolio, value $1,566,935.

    13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., 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 21,538 shares
    Change vs previous 13F +444 shares

    0.06% of the 13F portfolio, value $1,523,798.

    13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., 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 21,094 shares
    Change vs previous 13F +3,675 shares

    0.07% of the 13F portfolio, value $1,510,774.

    13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., 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 17,419 shares
    Change vs previous 13F +73 shares

    0.05% of the 13F portfolio, value $1,084,504.

    13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., 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 17,346 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,246,449.

    13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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