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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

  1. period ended2026-06-30
    13F 121,136 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 118,648 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 114,012 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 111,397 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 111,323 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 110,298 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 110,901 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 90,323 shares
    Change 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), ingested

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