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US Asset Management LLC: KO position timeline

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

US Asset Management LLC held 3,685 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,685 shares
    Change vs previous 13F +38 shares

    0.23% of the 13F portfolio, value $299,480.

    13F-HR 0001882673-26-000005 filed by US Asset Management 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 3,647 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $277,354.

    13F-HR 0001882673-26-000004 filed by US Asset Management 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 3,640 shares
    Change vs previous 13F -20 shares

    0.21% of the 13F portfolio, value $254,472.

    13F-HR 0001882673-26-000002 filed by US Asset Management 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 3,660 shares
    Change vs previous 13F -38 shares

    0.2% of the 13F portfolio, value $242,731.

    13F-HR 0001882673-25-000008 filed by US Asset Management 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 3,698 shares
    Change vs previous 13F -23 shares

    0.23% of the 13F portfolio, value $261,633.

    13F-HR 0001882673-25-000006 filed by US Asset Management 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 3,721 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $266,000.

    13F-HR 0001882673-25-000004 filed by US Asset Management 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 3,721 shares
    Change vs previous 13F -43 shares

    0.21% of the 13F portfolio, value $232,000.

    13F-HR 0001882673-25-000002 filed by US Asset Management 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 3,764 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $237,000.

    13F-HR 0001882673-24-000011 filed by US Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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