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CWM, LLC: KO position timeline

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

CWM, LLC held 728,893 KO shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 728,893 shares
    Change vs previous 13F +7,862 shares

    0.15% of the 13F portfolio, value $55,432,332.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 721,031 shares
    Change vs previous 13F +120,174 shares

    0.14% of the 13F portfolio, value $50,407,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 600,857 shares
    Change vs previous 13F +36,025 shares

    0.12% of the 13F portfolio, value $39,849,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 564,832 shares
    Change vs previous 13F +17,699 shares

    0.14% of the 13F portfolio, value $39,962,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 547,133 shares
    Change vs previous 13F +44,470 shares

    0.16% of the 13F portfolio, value $39,186,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 502,663 shares
    Change vs previous 13F +67,944 shares

    0.13% of the 13F portfolio, value $31,296,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 434,719 shares
    Change vs previous 13F +37,483 shares

    0.13% of the 13F portfolio, value $31,239,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 397,236 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $25,284,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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