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Disclosery

Kovitz Investment Group, LLC: KO position timeline

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

Kovitz Investment Group, LLC held 494,688 KO shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 494,688 shares
    Change vs previous 13F -11,474 shares

    1.31% of the 13F portfolio, value $21,252,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 506,162 shares
    Change vs previous 13F -29,387 shares

    1.2% of the 13F portfolio, value $20,307,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 535,549 shares
    Change vs previous 13F -214,476 shares

    1.18% of the 13F portfolio, value $21,010,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 750,025 shares
    Change vs previous 13F -211,333 shares

    1.7% of the 13F portfolio, value $30,414,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 961,358 shares
    Change vs previous 13F -34,223 shares

    2.01% of the 13F portfolio, value $40,589,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 995,581 shares
    Change vs previous 13F +3,534 shares

    2.2% of the 13F portfolio, value $42,474,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 992,047 shares
    Change vs previous 13F +420,579 shares

    2.22% of the 13F portfolio, value $42,023,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 571,468 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $22,912,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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