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Disclosery

Point Windward Advisors Inc.: KO position timeline

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

Point Windward Advisors Inc. held 36,779 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,779 shares
    Change vs previous 13F -265 shares

    1.32% of the 13F portfolio, value $2,989,003.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
    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 37,044 shares
    Change vs previous 13F -2,471 shares

    1.41% of the 13F portfolio, value $2,817,172.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
    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 39,515 shares
    Change vs previous 13F +1,255 shares

    1.32% of the 13F portfolio, value $2,762,471.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
    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 38,260 shares
    Change vs previous 13F -635 shares

    1.19% of the 13F portfolio, value $2,537,382.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
    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 38,895 shares
    Change vs previous 13F -8,407 shares

    1.24% of the 13F portfolio, value $2,751,798.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
    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 47,302 shares
    Change vs previous 13F -1,655 shares

    1.35% of the 13F portfolio, value $3,387,746.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors Inc.
    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 48,957 shares
    Change vs previous 13F +217 shares

    1.14% of the 13F portfolio, value $3,048,043.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    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 48,740 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,502,433.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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