Skip to content
Disclosery

Welch & Forbes LLC: KO position timeline

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

Welch & Forbes LLC held 270,059 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,059 shares
    Change vs previous 13F -11,058 shares

    0.27% of the 13F portfolio, value $21,947,788.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes 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 281,117 shares
    Change vs previous 13F -2,470 shares

    0.28% of the 13F portfolio, value $21,379,004.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes 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 283,587 shares
    Change vs previous 13F -5,207 shares

    0.24% of the 13F portfolio, value $19,825,610.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes 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 288,794 shares
    Change vs previous 13F -4,336 shares

    0.23% of the 13F portfolio, value $19,152,827.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes 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 293,130 shares
    Change vs previous 13F -2,884 shares

    0.26% of the 13F portfolio, value $20,739,029.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes 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 296,014 shares
    Change vs previous 13F -3,590 shares

    0.28% of the 13F portfolio, value $21,200,544.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes 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 299,604 shares
    Change vs previous 13F -1,454 shares

    0.24% of the 13F portfolio, value $18,653,368.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes 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 301,058 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $21,634,038.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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