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NORTHCAPE WEALTH MANAGEMENT, LLC: KO position timeline

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

NORTHCAPE WEALTH MANAGEMENT, LLC held 43,486 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 43,486 shares
    Change vs previous 13F +115 shares

    0.93% of the 13F portfolio, value $3,534,135.

    13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 43,371 shares
    Change vs previous 13F +40 shares

    0.9% of the 13F portfolio, value $3,298,370.

    13F-HR 0001902806-26-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 43,331 shares
    Change vs previous 13F +29 shares

    0.86% of the 13F portfolio, value $3,029,275.

    13F-HR 0001902806-26-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 43,302 shares
    Change vs previous 13F +46 shares

    0.84% of the 13F portfolio, value $2,871,822.

    13F-HR 0001902806-25-000007 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 43,256 shares
    Change vs previous 13F -183 shares

    0.93% of the 13F portfolio, value $3,060,378.

    13F-HR 0001902806-25-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 43,439 shares
    Change vs previous 13F -742 shares

    1.01% of the 13F portfolio, value $3,111,098.

    13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 44,181 shares
    Change vs previous 13F +251 shares

    0.89% of the 13F portfolio, value $2,750,706.

    13F-HR 0001902806-25-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    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 43,930 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,156,815.

    13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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