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LMCG INVESTMENTS, LLC: KO position timeline

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

LMCG INVESTMENTS, LLC held 292,542 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 292,542 shares
    Change vs previous 13F -9,809 shares

    1.27% of the 13F portfolio, value $23,774,888.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 302,351 shares
    Change vs previous 13F -15,170 shares

    1.37% of the 13F portfolio, value $22,993,794.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 317,521 shares
    Change vs previous 13F -27,067 shares

    1.27% of the 13F portfolio, value $22,197,893.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 344,588 shares
    Change vs previous 13F -10,827 shares

    1.34% of the 13F portfolio, value $22,853,076.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 355,415 shares
    Change vs previous 13F -49,729 shares

    1.58% of the 13F portfolio, value $25,145,611.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 405,144 shares
    Change vs previous 13F -12,794 shares

    1.93% of the 13F portfolio, value $29,016,413.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 417,938 shares
    Change vs previous 13F -15,863 shares

    1.6% of the 13F portfolio, value $26,020,820.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 433,801 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $31,172,940.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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