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Disclosery

Stonegate Investment Group, LLC: KO position timeline

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

Stonegate Investment Group, LLC held 241,464 KO shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 241,464 shares
    Change vs previous 13F +1,868 shares

    0.37% of the 13F portfolio, value $16,013,885.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment 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 ended2025-06-30
    13F 239,596 shares
    Change vs previous 13F +2,128 shares

    0.43% of the 13F portfolio, value $16,951,443.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment 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 ended2025-03-31
    13F 237,468 shares
    Change vs previous 13F -2,965 shares

    0.46% of the 13F portfolio, value $17,007,463.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment 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 ended2024-12-31
    13F 240,433 shares
    Change vs previous 13F +4,965 shares

    0.4% of the 13F portfolio, value $14,969,335.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment 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 ended2024-09-30
    13F 235,468 shares
    Change vs previous 13F +2,086 shares

    0.45% of the 13F portfolio, value $16,920,732.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment 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 ended2024-06-30
    13F 233,382 shares
    Change vs previous 13F +7,230 shares

    0.43% of the 13F portfolio, value $14,854,740.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment 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 ended2024-03-31
    13F 226,152 shares
    Change vs previous 13F +5,226 shares

    0.43% of the 13F portfolio, value $13,835,971.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment 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 ended2023-12-31
    13F 220,926 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $13,019,166.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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