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Disclosery

Lummis Asset Management, LP: KO position timeline

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

Lummis Asset Management, LP held 20,355 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,355 shares
    Change vs previous 13F -294 shares

    1.03% of the 13F portfolio, value $1,714,241.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    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 20,649 shares
    Change vs previous 13F -1,554 shares

    0.95% of the 13F portfolio, value $1,592,893.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    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 22,203 shares
    Change vs previous 13F -778 shares

    0.95% of the 13F portfolio, value $1,552,211.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    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 22,981 shares
    Change vs previous 13F -14 shares

    1% of the 13F portfolio, value $1,524,099.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    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 22,995 shares
    Change vs previous 13F -230 shares

    1.06% of the 13F portfolio, value $1,623,462.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    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 23,225 shares
    Change vs previous 13F +8,550 shares

    1.16% of the 13F portfolio, value $1,671,166.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    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 14,675 shares
    Change vs previous 13F -230 shares

    1.16% of the 13F portfolio, value $913,666.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    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 14,905 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,071,073.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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