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Accretive Wealth Partners, LLC: KO position timeline

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

Accretive Wealth Partners, LLC held 30,363 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,363 shares
    Change vs previous 13F +1,140 shares

    0.6% of the 13F portfolio, value $2,467,601.

    13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, 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 29,223 shares
    Change vs previous 13F +405 shares

    0.63% of the 13F portfolio, value $2,222,409.

    13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, 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 28,818 shares
    Change vs previous 13F -795 shares

    0.6% of the 13F portfolio, value $2,014,666.

    13F-HR 0001765380-26-000045 filed by Accretive Wealth Partners, 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 29,613 shares
    Change vs previous 13F +935 shares

    0.6% of the 13F portfolio, value $1,963,934.

    13F-HR 0001765380-25-000441 filed by Accretive Wealth Partners, 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 28,678 shares
    Change vs previous 13F +374 shares

    0.67% of the 13F portfolio, value $2,028,969.

    13F-HR 0001765380-25-000269 filed by Accretive Wealth Partners, 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 28,304 shares
    Change vs previous 13F +4,418 shares

    0.72% of the 13F portfolio, value $2,029,963.

    13F-HR 0001765380-25-000175 filed by Accretive Wealth Partners, 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 23,886 shares
    Change vs previous 13F +147 shares

    0.63% of the 13F portfolio, value $1,487,142.

    13F-HR 0001765380-25-000023 filed by Accretive Wealth Partners, 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 23,739 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,705,885.

    13F-HR 0001765380-24-000417 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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