Skip to content
Disclosery

Pathstone Holdings, LLC: KO position timeline

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

Pathstone Holdings, LLC held 3,344,686 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,344,686 shares
    Change vs previous 13F +70,897 shares

    0.79% of the 13F portfolio, value $271,943,081.

    13F-HR 0002011612-26-000003 filed by Pathstone 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 3,273,789 shares
    Change vs previous 13F +4,853 shares

    0.99% of the 13F portfolio, value $248,991,655.

    13F-HR 0002011612-26-000002 filed by Pathstone 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 3,268,936 shares
    Change vs previous 13F +16,214 shares

    0.88% of the 13F portfolio, value $228,531,458.

    13F-HR 0002011612-26-000001 filed by Pathstone 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 3,252,722 shares
    Change vs previous 13F +5,373 shares

    0.82% of the 13F portfolio, value $215,739,939.

    13F-HR 0002011612-25-000002 filed by Pathstone 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 3,247,349 shares
    Change vs previous 13F -8,681 shares

    0.91% of the 13F portfolio, value $229,766,218.

    13F-HR 0001085146-25-004936 filed by Pathstone 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 3,256,030 shares
    Change vs previous 13F +1,808 shares

    1.01% of the 13F portfolio, value $233,207,892.

    13F-HR 0001085146-25-003172 filed by Pathstone 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 3,254,222 shares
    Change vs previous 13F -9,779 shares

    0.89% of the 13F portfolio, value $202,146,188.

    13F-HR 0001085146-25-001679 filed by Pathstone 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 3,264,001 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $234,565,720.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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