MIDDLETON & CO INC/MA: KO position timeline

MIDDLETON & CO INC/MA held 4,625 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,625 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $375,874.

   13F-HR 0001398344-26-013855 filed by MIDDLETON & CO INC/MA
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,625 shares

   Change vs previous 13F -700 shares

   0.04% of the 13F portfolio, value $351,731.

   13F-HR 0001398344-26-008750 filed by MIDDLETON & CO INC/MA
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,325 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $372,271.

   13F-HR 0001398344-26-001587 filed by MIDDLETON & CO INC/MA
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,325 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $353,154.

   13F-HR 0001398344-25-019980 filed by MIDDLETON & CO INC/MA
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,325 shares

   Change vs previous 13F -2,600 shares

   0.04% of the 13F portfolio, value $376,744.

   13F-HR 0001398344-25-014576 filed by MIDDLETON & CO INC/MA
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,925 shares

   Change vs previous 13F -150 shares

   0.07% of the 13F portfolio, value $567,588.

   13F-HR 0001398344-25-009075 filed by MIDDLETON & CO INC/MA
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 8,075 shares

   Change vs previous 13F -750 shares

   0.06% of the 13F portfolio, value $502,749.

   13F-HR 0001398344-25-002001 filed by MIDDLETON & CO INC/MA
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 8,825 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $634,164.

   13F-HR 0000919497-24-000010 filed by MIDDLETON & CO INC/MA
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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