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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

  1. period ended2026-06-30
    13F 21,005 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 19,295 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 23,112 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F/A 26,670 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 24,983 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 18,495 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 15,754 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 13,678 shares
    Change 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), ingested

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