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PINNACLE ASSOCIATES LTD: KO position timeline

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

PINNACLE ASSOCIATES LTD held 175,399 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,399 shares
    Change vs previous 13F +1,297 shares

    0.16% of the 13F portfolio, value $14,254,644.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 174,102 shares
    Change vs previous 13F -4,722 shares

    0.17% of the 13F portfolio, value $13,240,488.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 178,824 shares
    Change vs previous 13F -1,345 shares

    0.16% of the 13F portfolio, value $12,501,575.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 180,169 shares
    Change vs previous 13F -7,476 shares

    0.16% of the 13F portfolio, value $11,948,796.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 187,645 shares
    Change vs previous 13F -4,700 shares

    0.19% of the 13F portfolio, value $13,275,880.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 192,345 shares
    Change vs previous 13F +3,581 shares

    0.2% of the 13F portfolio, value $13,775,751.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 188,764 shares
    Change vs previous 13F +2,060 shares

    0.16% of the 13F portfolio, value $11,752,442.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 186,704 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $11,002,491.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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