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Disclosery

Asset Dedication, LLC: KO position timeline

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

Asset Dedication, LLC held 46,188 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,188 shares
    Change vs previous 13F +959 shares

    0.24% of the 13F portfolio, value $3,753,726.

    13F-HR 0001475896-26-000003 filed by Asset Dedication, 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 45,229 shares
    Change vs previous 13F -5,401 shares

    0.24% of the 13F portfolio, value $3,439,686.

    13F-HR 0001475896-26-000002 filed by Asset Dedication, 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 50,630 shares
    Change vs previous 13F -2,685 shares

    0.23% of the 13F portfolio, value $3,539,546.

    13F-HR 0001475896-26-000001 filed by Asset Dedication, 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 53,315 shares
    Change vs previous 13F +1,708 shares

    0.24% of the 13F portfolio, value $3,535,838.

    13F-HR 0001475896-25-000006 filed by Asset Dedication, 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 51,607 shares
    Change vs previous 13F +4,016 shares

    0.27% of the 13F portfolio, value $3,651,203.

    13F-HR 0001475896-25-000005 filed by Asset Dedication, 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 47,591 shares
    Change vs previous 13F +530 shares

    0.28% of the 13F portfolio, value $3,408,485.

    13F-HR 0001475896-25-000002 filed by Asset Dedication, 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 47,061 shares
    Change vs previous 13F -13,937 shares

    0.23% of the 13F portfolio, value $2,930,033.

    13F-HR 0001475896-25-000001 filed by Asset Dedication, 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 60,998 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,383,323.

    13F-HR 0001475896-24-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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