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Disclosery

Essex Financial Services, Inc.: KO position timeline

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

Essex Financial Services, Inc. held 113,979 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,979 shares
    Change vs previous 13F -120 shares

    0.37% of the 13F portfolio, value $9,263,063.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 91,960 shares
    • Essex Bank: 22,019 shares

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

  2. period ended2026-03-31
    13F 114,099 shares
    Change vs previous 13F -1,417 shares

    0.39% of the 13F portfolio, value $8,677,028.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 92,077 shares
    • Essex Bank: 22,022 shares

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

  3. period ended2025-12-31
    13F 115,516 shares
    Change vs previous 13F -2,359 shares

    0.36% of the 13F portfolio, value $8,075,521.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 92,964 shares
    • Essex Bank: 22,552 shares

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

  4. period ended2025-09-30
    13F 117,875 shares
    Change vs previous 13F -406 shares

    0.37% of the 13F portfolio, value $7,817,226.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 95,418 shares
    • Essex Bank: 22,457 shares

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

  5. period ended2025-06-30
    13F 118,281 shares
    Change vs previous 13F +2,214 shares

    0.43% of the 13F portfolio, value $8,368,354.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 95,554 shares
    • Essex Bank: 22,727 shares

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

  6. period ended2025-03-31
    13F 116,067 shares
    Change vs previous 13F +3,872 shares

    0.46% of the 13F portfolio, value $8,312,500.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 93,462 shares
    • Essex Bank: 22,605 shares

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

  7. period ended2024-12-31
    13F 112,195 shares
    Change vs previous 13F -1,018 shares

    0.38% of the 13F portfolio, value $6,985,227.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 91,675 shares
    • Essex Bank: 20,520 shares

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

  8. period ended2024-09-30
    13F 113,213 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,907,540.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 94,633 shares
    • Essex Bank: 18,580 shares

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