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Chevy Chase Trust Holdings, LLC: KO position timeline

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

Chevy Chase Trust Holdings, LLC held 1,971,425 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 1,971,425 shares
    Change vs previous 13F -28,714 shares

    0.41% of the 13F portfolio, value $160,217,710.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 2,000,139 shares
    Change vs previous 13F -60,410 shares

    0.44% of the 13F portfolio, value $152,110,571.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 2,060,549 shares
    Change vs previous 13F -18,222 shares

    0.39% of the 13F portfolio, value $144,052,981.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 2,078,771 shares
    Change vs previous 13F -79,566 shares

    0.38% of the 13F portfolio, value $137,864,092.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 2,158,337 shares
    Change vs previous 13F +24,104 shares

    0.44% of the 13F portfolio, value $152,702,344.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 2,134,233 shares
    Change vs previous 13F -6,448 shares

    0.49% of the 13F portfolio, value $152,853,767.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 2,140,681 shares
    Change vs previous 13F -48,573 shares

    0.41% of the 13F portfolio, value $133,278,799.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 2,189,254 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $157,319,792.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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