MEANS INVESTMENT CO., INC.: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on KO, newest first. How the timeline and the estimate are built.
MEANS INVESTMENT CO., INC. held 17,074 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,074 sharesChange vs previous 13F -602 shares
0.1% of the 13F portfolio, value $1,387,594.
13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,676 sharesChange vs previous 13F +246 shares
0.12% of the 13F portfolio, value $1,344,245.
13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,430 sharesChange vs previous 13F +78 shares
0.1% of the 13F portfolio, value $1,218,518.
13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,352 sharesChange vs previous 13F -18 shares
0.1% of the 13F portfolio, value $1,150,754.
13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,370 sharesChange vs previous 13F -14 shares
0.12% of the 13F portfolio, value $1,228,922.
13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,384 sharesChange vs previous 13F -1,500 shares
0.13% of the 13F portfolio, value $1,245,007.
13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,884 sharesChange vs previous 13F +891 shares
0.12% of the 13F portfolio, value $1,175,732.
13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,993 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,292,959.
13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).