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Disclosery

Charles Schwab Trust Co: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on KO, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 80,822,520 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,822,520 shares
    Change vs previous 13F +4,483,481 shares

    0.87% of the 13F portfolio, value $6,569,474,322.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT 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 76,339,039 shares
    Change vs previous 13F +4,835,157 shares

    0.89% of the 13F portfolio, value $5,807,432,226.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT 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 71,503,882 shares
    Change vs previous 13F -646,178 shares

    0.78% of the 13F portfolio, value $4,998,836,887.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 71,503,882 shares
    • Charles Schwab Trust Co: 0 shares

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

  4. period ended2025-09-30
    13F 72,150,060 shares
    Change vs previous 13F +3,621,048 shares

    0.76% of the 13F portfolio, value $4,784,838,147.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 72,147,008 shares
    • Charles Schwab Trust Co: 3,052 shares

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

  5. period ended2025-06-30
    13F 68,529,012 shares
    Change vs previous 13F -1,710,352 shares

    0.84% of the 13F portfolio, value $4,848,228,948.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 68,523,067 shares
    • Charles Schwab Trust Co: 5,945 shares

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

  6. period ended2025-03-31
    13F/A 70,239,364 shares
    Change vs previous 13F -3,927,039 shares

    0.94% of the 13F portfolio, value $5,029,951,773.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 70,233,375 shares
    • Charles Schwab Trust Co: 5,989 shares

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

  7. period ended2024-12-31
    13F 74,166,403 shares
    Change vs previous 13F +11,573,136 shares

    0.85% of the 13F portfolio, value $4,617,600,257.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 74,163,187 shares
    • Charles Schwab Trust Co: 3,216 shares

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

  8. period ended2024-09-30
    13F 62,593,267 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,497,927,646.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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