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44 WEALTH MANAGEMENT LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on KO, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 41,647 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,647 shares
    Change vs previous 13F -1,248 shares

    1.12% of the 13F portfolio, value $3,384,647.

    13F-HR 0001765380-26-000397 filed by 44 WEALTH 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 42,895 shares
    Change vs previous 13F -754 shares

    1.14% of the 13F portfolio, value $3,262,176.

    13F-HR 0001765380-26-000215 filed by 44 WEALTH 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 43,649 shares
    Change vs previous 13F -2,241 shares

    1.02% of the 13F portfolio, value $3,051,512.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH 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 45,890 shares
    Change vs previous 13F -550 shares

    1.03% of the 13F portfolio, value $3,043,455.

    13F-HR 0001420506-25-003363 filed by 44 WEALTH 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 46,440 shares
    Change vs previous 13F -1,291 shares

    1.16% of the 13F portfolio, value $3,285,623.

    13F-HR 0001420506-25-002191 filed by 44 WEALTH 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 47,731 shares
    Change vs previous 13F +1,940 shares

    1.28% of the 13F portfolio, value $3,418,484.

    13F-HR 0001831187-25-000002 filed by 44 WEALTH MANAGEMENT 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 45,791 shares
    Change vs previous 13F -1,380 shares

    1.1% of the 13F portfolio, value $2,850,939.

    13F-HR 0001831187-25-000001 filed by 44 WEALTH MANAGEMENT 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 47,171 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,208,111.

    13F-HR 0001831187-24-000002 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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