SlateStone Wealth, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SlateStone Wealth, LLC on KO, newest first. How the timeline and the estimate are built.
SlateStone Wealth, LLC held 121,136 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 121,136 sharesChange vs previous 13F +2,488 shares
0.75% of the 13F portfolio, value $9,845,000.
13F-HR 0001764049-26-000007 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 118,648 sharesChange vs previous 13F +4,636 shares
0.74% of the 13F portfolio, value $9,023,000.
13F-HR 0001764049-26-000005 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 114,012 sharesChange vs previous 13F +2,615 shares
0.67% of the 13F portfolio, value $7,971,000.
13F-HR 0001764049-26-000003 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 111,397 sharesChange vs previous 13F +74 shares
0.64% of the 13F portfolio, value $7,388,000.
13F-HR 0001764049-25-000012 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 111,323 sharesChange vs previous 13F +1,025 shares
0.74% of the 13F portfolio, value $7,876,000.
13F-HR 0001764049-25-000010 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 110,298 sharesChange vs previous 13F -603 shares
0.79% of the 13F portfolio, value $7,900,000.
13F-HR 0001764049-25-000004 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 110,901 sharesChange vs previous 13F +20,578 shares
0.68% of the 13F portfolio, value $6,905,000.
13F-HR 0001764049-25-000002 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 90,323 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $6,491,000.
13F-HR 0001764049-24-000009 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).