Advyzon Investment Management, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on KO, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 18,179 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 18,179 sharesChange vs previous 13F +1,196 shares
0.11% of the 13F portfolio, value $1,477,431.
13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,983 sharesChange vs previous 13F +2,173 shares
0.12% of the 13F portfolio, value $1,291,541.
13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,810 sharesChange vs previous 13F +6,758 shares
0.12% of the 13F portfolio, value $1,035,415.
13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,052 sharesChange vs previous 13F -3,900 shares
0.09% of the 13F portfolio, value $534,026.
13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,952 sharesChange vs previous 13F +4,548 shares
0.19% of the 13F portfolio, value $845,570.
13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,404 sharesChange vs previous 13F +3,555 shares
0.19% of the 13F portfolio, value $530,286.
13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,849 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $239,625.
13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).