West Family Investments, Inc.: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Family Investments, Inc. on KO, newest first. How the timeline and the estimate are built.
West Family Investments, Inc. held 21,005 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 21,005 sharesChange vs previous 13F +1,710 shares
0.49% of the 13F portfolio, value $1,707,076.
13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,295 sharesChange vs previous 13F -3,817 shares
0.51% of the 13F portfolio, value $1,467,385.
13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,112 sharesChange vs previous 13F -3,558 shares
0.38% of the 13F portfolio, value $1,615,760.
13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 26,670 sharesChange vs previous 13F +1,687 shares
0.4% of the 13F portfolio, value $1,768,754.
13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,983 sharesChange vs previous 13F +6,488 shares
0.46% of the 13F portfolio, value $1,767,547.
13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,495 sharesChange vs previous 13F +2,741 shares
0.5% of the 13F portfolio, value $1,324,612.
13F-HR 0001568303-25-000005 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,754 sharesChange vs previous 13F +2,076 shares
0.34% of the 13F portfolio, value $980,844.
13F-HR 0001568303-25-000002 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,678 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $982,901.
13F-HR 0001568303-24-000008 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).