Skip to content
Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on KO, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 40,853 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 40,853 shares
    Change vs previous 13F +259 shares

    0.24% of the 13F portfolio, value $3,320,138.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 40,594 shares
    Change vs previous 13F +4,529 shares

    0.26% of the 13F portfolio, value $3,087,181.

    13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 36,065 shares
    Change vs previous 13F +36,065 shares

    0.2% of the 13F portfolio, value $2,521,311.

    13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -117,448 shares

    13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 117,448 shares
    Change vs previous 13F +2,938 shares

    0.89% of the 13F portfolio, value $8,411,655.

    13F-HR 0001765380-25-000169 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 114,510 shares
    Change vs previous 13F -613 shares

    0.75% of the 13F portfolio, value $7,129,387.

    13F-HR 0001765380-25-000039 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 115,123 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $8,272,706.

    13F-HR 0001765380-24-000407 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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