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MERITAGE PORTFOLIO MANAGEMENT: KO position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 79,902 KO shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 79,902 shares
    Change vs previous 13F -99 shares

    0.37% of the 13F portfolio, value $5,585,935.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 80,001 shares
    Change vs previous 13F +131 shares

    0.35% of the 13F portfolio, value $5,305,673.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 79,870 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $5,650,791.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 79,860 shares
    Change vs previous 13F -808 shares

    0.38% of the 13F portfolio, value $5,719,544.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 80,668 shares
    Change vs previous 13F +379 shares

    0.31% of the 13F portfolio, value $5,022,365.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 80,289 shares
    Change vs previous 13F +11 shares

    0.35% of the 13F portfolio, value $5,770,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 80,278 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $5,110,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 80,287 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,912,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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