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Disclosery

Allworth Financial LP: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on KO, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 732,270 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 732,270 shares
    Change vs previous 13F +105,770 shares

    0.25% of the 13F portfolio, value $59,511,575.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 626,500 shares
    Change vs previous 13F +5,922 shares

    0.19% of the 13F portfolio, value $47,645,346.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 620,578 shares
    Change vs previous 13F +11,505 shares

    0.18% of the 13F portfolio, value $43,384,631.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 609,073 shares
    Change vs previous 13F +13,743 shares

    0.18% of the 13F portfolio, value $40,393,749.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 595,330 shares
    Change vs previous 13F +64,543 shares

    0.2% of the 13F portfolio, value $42,119,624.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 530,787 shares
    Change vs previous 13F +4,928 shares

    0.22% of the 13F portfolio, value $38,492,655.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 525,859 shares
    Change vs previous 13F +67,342 shares

    0.18% of the 13F portfolio, value $32,487,546.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 458,517 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $32,949,028.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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