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Morningstar Investment Management LLC: KO position timeline

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

Morningstar Investment Management LLC held 11,163 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,163 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $848,946.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 11,163 shares
    Change vs previous 13F -18,231 shares

    0.05% of the 13F portfolio, value $848,946.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 29,394 shares
    Change vs previous 13F -67 shares

    0.12% of the 13F portfolio, value $2,055,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 29,461 shares
    Change vs previous 13F +20,433 shares

    0.07% of the 13F portfolio, value $1,954,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 9,028 shares
    Change vs previous 13F -17,712 shares

    0.06% of the 13F portfolio, value $639,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 26,740 shares
    Change vs previous 13F -45,547 shares

    0.35% of the 13F portfolio, value $1,915,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 26,740 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 72,287 shares
    Change vs previous 13F -511,679 shares

    0.19% of the 13F portfolio, value $4,500,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 60,462 shares
    • Morningstar Investment Management LLC: 11,825 shares

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

  8. period ended2024-09-30
    13F 583,966 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $41,907,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 572,946 shares
    • Morningstar Investment Management LLC: 11,020 shares

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