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ALLEN WEALTH MANAGEMENT, LLC: KO position timeline

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

ALLEN WEALTH MANAGEMENT, LLC held 11,466 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,466 shares
    Change vs previous 13F -2,327 shares

    0.45% of the 13F portfolio, value $931,851.

    13F-HR 0001172661-26-002791 filed by ALLEN 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 13,793 shares
    Change vs previous 13F -630 shares

    0.53% of the 13F portfolio, value $1,048,965.

    13F-HR 0001172661-26-001632 filed by ALLEN 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 14,423 shares
    Change vs previous 13F +650 shares

    0.61% of the 13F portfolio, value $1,008,319.

    13F-HR 0001172661-26-000286 filed by ALLEN 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 13,773 shares
    Change vs previous 13F -3,135 shares

    0.62% of the 13F portfolio, value $913,431.

    13F-HR 0001172661-25-004371 filed by ALLEN 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 16,908 shares
    Change vs previous 13F +70 shares

    0.84% of the 13F portfolio, value $1,196,246.

    13F-HR 0001172661-25-002706 filed by ALLEN 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 16,838 shares
    Change vs previous 13F +280 shares

    0.83% of the 13F portfolio, value $1,205,943.

    13F-HR 0001172661-25-001779 filed by ALLEN 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 16,558 shares
    Change vs previous 13F -450 shares

    0.74% of the 13F portfolio, value $1,030,905.

    13F-HR 0001172661-25-000716 filed by ALLEN 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 17,008 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,222,199.

    13F-HR 0001172661-24-004398 filed by ALLEN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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