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Disclosery

Perigon Wealth Management, LLC: KO position timeline

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

Perigon Wealth Management, LLC held 137,768 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,768 shares
    Change vs previous 13F +10,369 shares

    0.18% of the 13F portfolio, value $11,196,425.

    13F-HR 0001951757-26-001189 filed by Perigon 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 127,399 shares
    Change vs previous 13F -11,741 shares

    0.18% of the 13F portfolio, value $9,688,717.

    13F-HR 0001951757-26-000567 filed by Perigon 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 139,140 shares
    Change vs previous 13F +885 shares

    0.17% of the 13F portfolio, value $9,727,264.

    13F-HR 0001951757-26-000202 filed by Perigon 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 138,255 shares
    Change vs previous 13F +8,091 shares

    0.19% of the 13F portfolio, value $9,169,054.

    13F-HR 0001951757-25-001161 filed by Perigon 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 130,164 shares
    Change vs previous 13F +4,469 shares

    0.22% of the 13F portfolio, value $9,209,107.

    13F-HR 0001951757-25-000869 filed by Perigon 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 125,695 shares
    Change vs previous 13F +6,067 shares

    0.23% of the 13F portfolio, value $9,002,275.

    13F-HR 0001951757-25-000439 filed by Perigon 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 119,628 shares
    Change vs previous 13F -58 shares

    0.18% of the 13F portfolio, value $7,446,798.

    13F-HR 0001951757-25-000106 filed by Perigon 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 119,686 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,600,684.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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