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Windle Wealth, LLC: KO position timeline

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

Windle Wealth, LLC held 126,116 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 126,116 shares
    Change vs previous 13F +2,643 shares

    4.12% of the 13F portfolio, value $10,249,475.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 123,473 shares
    Change vs previous 13F +969 shares

    3.97% of the 13F portfolio, value $9,390,143.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 122,504 shares
    Change vs previous 13F +2,516 shares

    3.84% of the 13F portfolio, value $8,564,232.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, 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 119,988 shares
    Change vs previous 13F +3,324 shares

    3.56% of the 13F portfolio, value $7,957,625.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, 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 116,664 shares
    Change vs previous 13F -94 shares

    4.04% of the 13F portfolio, value $8,253,946.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, 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 116,758 shares
    Change vs previous 13F +3,620 shares

    4.31% of the 13F portfolio, value $8,362,185.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, 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 113,138 shares
    Change vs previous 13F +7,346 shares

    3.9% of the 13F portfolio, value $7,043,998.

    13F-HR 0001085146-25-000907 filed by Windle Wealth, 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 105,792 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $7,602,241.

    13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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