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Wellington Shields Capital Management, LLC: KO position timeline

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

Wellington Shields Capital Management, LLC held 61,485 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 61,485 shares
    Change vs previous 13F -1,049 shares

    0.4% of the 13F portfolio, value $4,996,917.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 37,085 shares
    • Wellington Shields & Co., LLC: 24,400 shares

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

  2. period ended2026-03-31
    13F 62,534 shares
    Change vs previous 13F +225 shares

    0.45% of the 13F portfolio, value $4,755,706.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 37,734 shares
    • Wellington Shields & Co., LLC: 24,800 shares

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

  3. period ended2025-12-31
    13F 62,309 shares
    Change vs previous 13F -2,002 shares

    0.4% of the 13F portfolio, value $4,356,017.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 36,909 shares
    • Wellington Shields & Co., LLC: 25,400 shares

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

  4. period ended2025-09-30
    13F 64,311 shares
    Change vs previous 13F -1,368 shares

    0.41% of the 13F portfolio, value $4,265,093.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 36,906 shares
    • Wellington Shields & Co., LLC: 27,405 shares

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

  5. period ended2025-06-30
    13F 65,679 shares
    Change vs previous 13F +151 shares

    0.49% of the 13F portfolio, value $4,646,812.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 36,904 shares
    • Wellington Shields & Co., LLC: 28,775 shares

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

  6. period ended2025-03-31
    13F 65,528 shares
    Change vs previous 13F +13,150 shares

    0.54% of the 13F portfolio, value $4,693,107.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 48,553 shares
    • Wellington Shields & Co., LLC: 16,975 shares

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

  7. period ended2024-12-31
    13F 52,378 shares
    Change vs previous 13F -17,849 shares

    0.37% of the 13F portfolio, value $3,261,047.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 35,303 shares
    • Wellington Shields & Co., LLC: 17,075 shares

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

  8. period ended2024-09-30
    13F 70,227 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,046,478.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 53,152 shares
    • Wellington Shields & Co., LLC: 17,075 shares

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