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CARY STREET PARTNERS ASSET MANAGEMENT LLC: KO position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 136,666 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,666 shares
    Change vs previous 13F +5,703 shares

    0.22% of the 13F portfolio, value $11,106,872.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 124,900 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,766 shares

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

  2. period ended2026-03-31
    13F 130,963 shares
    Change vs previous 13F +2,587 shares

    0.22% of the 13F portfolio, value $9,959,712.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 122,712 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,251 shares

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

  3. period ended2025-12-31
    13F 128,376 shares
    Change vs previous 13F +42 shares

    0.2% of the 13F portfolio, value $8,974,814.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 121,956 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,420 shares

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

  4. period ended2025-09-30
    13F 128,334 shares
    Change vs previous 13F +9,873 shares

    0.21% of the 13F portfolio, value $8,511,150.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 122,687 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,647 shares

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

  5. period ended2025-06-30
    13F 118,461 shares
    Change vs previous 13F -2,024 shares

    0.22% of the 13F portfolio, value $8,381,115.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 113,079 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,382 shares

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

  6. period ended2025-03-31
    13F 120,485 shares
    Change vs previous 13F -825 shares

    0.26% of the 13F portfolio, value $8,629,118.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 115,680 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,805 shares

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

  7. period ended2024-12-31
    13F 121,310 shares
    Change vs previous 13F +794 shares

    0.23% of the 13F portfolio, value $7,552,717.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 118,303 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,007 shares

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

  8. period ended2024-09-30
    13F 120,516 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,660,290.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 120,516 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 7,921 shares (included in another member's report, not added)

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