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MONTAG & CALDWELL, LLC: KO position timeline

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

MONTAG & CALDWELL, LLC held 123,503 KO shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 123,503 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $8,737,837.

    13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 123,503 shares
    Change vs previous 13F 0 shares

    2.05% of the 13F portfolio, value $8,845,285.

    13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 123,503 shares
    Change vs previous 13F -56,515 shares

    1.64% of the 13F portfolio, value $7,689,297.

    13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 180,018 shares
    Change vs previous 13F +52,515 shares

    2.63% of the 13F portfolio, value $12,936,093.

    13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 127,503 shares
    Change vs previous 13F -16,057 shares

    1.64% of the 13F portfolio, value $8,115,566.

    13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 143,560 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $8,783,001.

    13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 143,560 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $8,459,991.

    13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 143,560 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,036,489.

    13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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