Skip to content

OPPENHEIMER ASSET MANAGEMENT INC.: KO position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 149,562 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,562 shares
    Change vs previous 13F -625 shares

    0.06% of the 13F portfolio, value $12,154,905.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 129,228 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 20,334 shares

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

  2. period ended2026-03-31
    13F 150,187 shares
    Change vs previous 13F -7,705 shares

    0.07% of the 13F portfolio, value $11,421,721.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 130,037 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 20,150 shares

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

  3. period ended2025-12-31
    13F 157,892 shares
    Change vs previous 13F -16,957 shares

    0.07% of the 13F portfolio, value $11,038,230.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 137,265 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 20,627 shares

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

  4. period ended2025-09-30
    13F 174,849 shares
    Change vs previous 13F -36,472 shares

    0.07% of the 13F portfolio, value $11,595,986.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 153,007 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,842 shares

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

  5. period ended2025-06-30
    13F 211,321 shares
    Change vs previous 13F -74 shares

    0.09% of the 13F portfolio, value $14,950,961.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 152,473 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 58,848 shares

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

  6. period ended2025-03-31
    13F 211,395 shares
    Change vs previous 13F -30,726 shares

    0.1% of the 13F portfolio, value $15,140,110.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 150,236 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 61,159 shares

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

  7. period ended2024-12-31
    13F 242,121 shares
    Change vs previous 13F -2,272 shares

    0.1% of the 13F portfolio, value $15,074,453.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 147,978 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,143 shares

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

  8. period ended2024-09-30
    13F 244,393 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $17,562,081.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 149,658 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,735 shares

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