Skip to content
Disclosery

AE Wealth Management LLC: KO position timeline

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

AE Wealth Management LLC held 160,128 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,128 shares
    Change vs previous 13F +11,677 shares

    0.06% of the 13F portfolio, value $13,013,791.

    13F-HR 0001697723-26-000007 filed by AE 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 148,451 shares
    Change vs previous 13F +1,953 shares

    0.06% of the 13F portfolio, value $11,289,656.

    13F-HR 0001697723-26-000006 filed by AE 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 146,498 shares
    Change vs previous 13F +29,756 shares

    0.06% of the 13F portfolio, value $10,241,663.

    13F-HR 0001697723-26-000001 filed by AE 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 116,742 shares
    Change vs previous 13F -7,182 shares

    0.05% of the 13F portfolio, value $7,742,323.

    13F-HR 0001697723-25-000007 filed by AE 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 123,924 shares
    Change vs previous 13F +24,160 shares

    0.06% of the 13F portfolio, value $8,767,564.

    13F-HR 0001697723-25-000004 filed by AE 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 99,764 shares
    Change vs previous 13F -14,899 shares

    0.06% of the 13F portfolio, value $7,145,134.

    13F-HR 0001697723-25-000003 filed by AE 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 114,663 shares
    Change vs previous 13F -4,803 shares

    0.06% of the 13F portfolio, value $7,138,945.

    13F-HR 0001697723-25-000001 filed by AE 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 119,466 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,584,801.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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