Skip to content
Disclosery

Advisors Asset Management, Inc.: KO position timeline

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

Advisors Asset Management, Inc. held 368,348 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 368,348 shares
    Change vs previous 13F -11,892 shares

    0.46% of the 13F portfolio, value $29,935,642.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 380,240 shares
    Change vs previous 13F -2,063 shares

    0.48% of the 13F portfolio, value $28,917,252.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 382,303 shares
    Change vs previous 13F -25,131 shares

    0.45% of the 13F portfolio, value $26,726,803.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 407,434 shares
    Change vs previous 13F -19,908 shares

    0.46% of the 13F portfolio, value $27,021,023.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 427,342 shares
    Change vs previous 13F -28,251 shares

    0.54% of the 13F portfolio, value $30,234,447.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 455,593 shares
    Change vs previous 13F +3,011 shares

    0.61% of the 13F portfolio, value $32,629,571.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 452,582 shares
    Change vs previous 13F +13,084 shares

    0.52% of the 13F portfolio, value $28,177,755.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 439,498 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $31,582,326.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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