Skip to content
Disclosery

Winch Advisory Services, LLC: KO position timeline

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

Winch Advisory Services, LLC held 29,773 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,773 shares
    Change vs previous 13F -59 shares

    0.5% of the 13F portfolio, value $2,419,690.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 29,832 shares
    Change vs previous 13F -276 shares

    0.52% of the 13F portfolio, value $2,268,732.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 30,108 shares
    Change vs previous 13F -237 shares

    0.47% of the 13F portfolio, value $2,104,843.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 30,345 shares
    Change vs previous 13F +493 shares

    0.45% of the 13F portfolio, value $2,012,469.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 29,852 shares
    Change vs previous 13F -565 shares

    0.52% of the 13F portfolio, value $2,112,018.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 30,417 shares
    Change vs previous 13F -8 shares

    0.58% of the 13F portfolio, value $2,178,476.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 30,425 shares
    Change vs previous 13F +2,631 shares

    0.49% of the 13F portfolio, value $1,894,261.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 27,794 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,997,284.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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