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Disclosery

NWAM LLC: KO position timeline

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

NWAM LLC held 27,728 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,728 shares
    Change vs previous 13F +494 shares

    0.11% of the 13F portfolio, value $2,253,480.

    13F-HR 0001655006-26-000005 filed by NWAM 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 27,234 shares
    Change vs previous 13F -1,110 shares

    0.12% of the 13F portfolio, value $2,071,176.

    13F-HR 0001655006-26-000004 filed by NWAM 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 28,344 shares
    Change vs previous 13F +1,762 shares

    0.11% of the 13F portfolio, value $2,050,244.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 26,582 shares
    Change vs previous 13F +55 shares

    0.1% of the 13F portfolio, value $1,814,117.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 26,527 shares
    Change vs previous 13F +2,391 shares

    0.11% of the 13F portfolio, value $1,807,851.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 24,136 shares
    Change vs previous 13F -3,155 shares

    0.15% of the 13F portfolio, value $1,728,602.

    13F-HR 0001085146-25-002583 filed by NWAM 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 27,291 shares
    Change vs previous 13F -291 shares

    0.11% of the 13F portfolio, value $1,699,122.

    13F-HR 0001085146-25-000766 filed by NWAM 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 27,582 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,982,016.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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