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Disclosery

Rothschild Wealth LLC: KO position timeline

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

Rothschild Wealth LLC held 9,378 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,378 shares
    Change vs previous 13F +1,166 shares

    0.06% of the 13F portfolio, value $762,138.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 8,212 shares
    Change vs previous 13F +3,059 shares

    0.06% of the 13F portfolio, value $624,560.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 5,153 shares
    Change vs previous 13F +640 shares

    0.03% of the 13F portfolio, value $360,281.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 4,513 shares
    Change vs previous 13F -302 shares

    0.07% of the 13F portfolio, value $299,309.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 4,815 shares
    Change vs previous 13F -532 shares

    0.08% of the 13F portfolio, value $340,661.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth 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 5,347 shares
    Change vs previous 13F +243 shares

    0.11% of the 13F portfolio, value $382,952.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth 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 5,104 shares
    Change vs previous 13F -64 shares

    0.09% of the 13F portfolio, value $317,775.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth 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 5,168 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $371,372.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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