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Disclosery

West Branch Capital LLC: KO position timeline

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

West Branch Capital LLC held 48,958 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,958 shares
    Change vs previous 13F +590 shares

    0.92% of the 13F portfolio, value $3,978,837.

    13F-HR 0001738723-26-000003 filed by West Branch Capital 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 48,368 shares
    Change vs previous 13F +2,117 shares

    0.98% of the 13F portfolio, value $3,678,375.

    13F-HR 0001738723-26-000002 filed by West Branch Capital 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 46,251 shares
    Change vs previous 13F +1,419 shares

    0.83% of the 13F portfolio, value $3,233,414.

    13F-HR 0001738723-26-000001 filed by West Branch Capital 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 44,832 shares
    Change vs previous 13F +1,902 shares

    0.78% of the 13F portfolio, value $2,973,269.

    13F-HR 0001738723-25-000005 filed by West Branch Capital 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 42,930 shares
    Change vs previous 13F +1,995 shares

    0.9% of the 13F portfolio, value $3,037,303.

    13F-HR 0001738723-25-000003 filed by West Branch Capital 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 40,935 shares
    Change vs previous 13F +5,128 shares

    0.98% of the 13F portfolio, value $2,931,762.

    13F-HR 0001738723-25-000002 filed by West Branch Capital 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 35,807 shares
    Change vs previous 13F +4,835 shares

    0.71% of the 13F portfolio, value $2,229,342.

    13F-HR 0001738723-25-000001 filed by West Branch Capital 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 30,972 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,225,628.

    13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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