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Disclosery

Portside Wealth Group, LLC: KO position timeline

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

Portside Wealth Group, LLC held 27,720 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,720 shares
    Change vs previous 13F +1,788 shares

    0.26% of the 13F portfolio, value $2,252,820.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 25,932 shares
    Change vs previous 13F +467 shares

    0.27% of the 13F portfolio, value $1,972,127.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 25,465 shares
    Change vs previous 13F +2,070 shares

    0.24% of the 13F portfolio, value $1,780,257.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 23,395 shares
    Change vs previous 13F -20,133 shares

    0.22% of the 13F portfolio, value $1,551,588.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 43,528 shares
    Change vs previous 13F +716 shares

    0.46% of the 13F portfolio, value $3,079,604.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 42,812 shares
    Change vs previous 13F +2,412 shares

    0.5% of the 13F portfolio, value $3,066,186.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 40,400 shares
    Change vs previous 13F +197 shares

    0.42% of the 13F portfolio, value $2,515,296.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 40,203 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,889,037.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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