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Disclosery

Klingman & Associates, LLC: KO position timeline

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

Klingman & Associates, LLC held 19,130 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,130 shares
    Change vs previous 13F -2,042 shares

    0.07% of the 13F portfolio, value $1,554,696.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 21,172 shares
    Change vs previous 13F +491 shares

    0.08% of the 13F portfolio, value $1,610,131.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 20,681 shares
    Change vs previous 13F +1,198 shares

    0.07% of the 13F portfolio, value $1,445,809.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 19,483 shares
    Change vs previous 13F +4,807 shares

    0.07% of the 13F portfolio, value $1,292,113.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 14,676 shares
    Change vs previous 13F +2,167 shares

    0.06% of the 13F portfolio, value $1,038,327.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 12,509 shares
    Change vs previous 13F +2,999 shares

    0.05% of the 13F portfolio, value $895,895.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 9,510 shares
    Change vs previous 13F +438 shares

    0.04% of the 13F portfolio, value $592,093.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 9,072 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $651,914.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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