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SIGMA INVESTMENT COUNSELORS INC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGMA INVESTMENT COUNSELORS INC on KO, newest first. How the timeline and the estimate are built.

SIGMA INVESTMENT COUNSELORS INC held 62,864 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,864 shares
    Change vs previous 13F -1,927 shares

    0.25% of the 13F portfolio, value $5,108,982.

    13F-HR 0001085163-26-000003 filed by SIGMA INVESTMENT COUNSELORS 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 64,791 shares
    Change vs previous 13F -2,770 shares

    0.26% of the 13F portfolio, value $4,927,333.

    13F-HR 0001085163-26-000002 filed by SIGMA INVESTMENT COUNSELORS 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 67,561 shares
    Change vs previous 13F -619 shares

    0.24% of the 13F portfolio, value $4,723,169.

    13F-HR 0001085163-26-000001 filed by SIGMA INVESTMENT COUNSELORS 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 68,180 shares
    Change vs previous 13F +552 shares

    0.23% of the 13F portfolio, value $4,521,709.

    13F-HR 0001085163-25-000002 filed by SIGMA INVESTMENT COUNSELORS 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 67,628 shares
    Change vs previous 13F +3,080 shares

    0.26% of the 13F portfolio, value $4,784,679.

    13F-HR 0001085146-25-004267 filed by SIGMA INVESTMENT COUNSELORS 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 64,548 shares
    Change vs previous 13F -2,342 shares

    0.28% of the 13F portfolio, value $4,622,961.

    13F-HR 0001085146-25-002459 filed by SIGMA INVESTMENT COUNSELORS 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 66,890 shares
    Change vs previous 13F +1,018 shares

    0.24% of the 13F portfolio, value $4,164,584.

    13F-HR 0001085146-25-000734 filed by SIGMA INVESTMENT COUNSELORS 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 65,872 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,733,577.

    13F-HR 0001085146-24-005088 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

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