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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on KO, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 126,755 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 126,755 shares
    Change vs previous 13F +5,191 shares

    0.74% of the 13F portfolio, value $10,353,882.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 121,564 shares
    Change vs previous 13F +2,122 shares

    0.75% of the 13F portfolio, value $9,295,968.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 119,442 shares
    Change vs previous 13F +8,450 shares

    0.64% of the 13F portfolio, value $8,350,221.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 110,992 shares
    Change vs previous 13F +1,351 shares

    0.61% of the 13F portfolio, value $7,407,716.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 109,641 shares
    Change vs previous 13F +4,503 shares

    0.67% of the 13F portfolio, value $7,804,314.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 105,138 shares
    Change vs previous 13F +5,776 shares

    0.68% of the 13F portfolio, value $7,574,782.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 99,362 shares
    Change vs previous 13F +3,679 shares

    0.55% of the 13F portfolio, value $6,186,270.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 95,683 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,918,809.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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