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Disclosery

Atria Investments, Inc: KO position timeline

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

Atria Investments, Inc held 336,078 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 336,078 shares
    Change vs previous 13F +40,424 shares

    0.28% of the 13F portfolio, value $28,929,616.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 295,654 shares
    Change vs previous 13F -19,768 shares

    0.24% of the 13F portfolio, value $24,027,798.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 315,422 shares
    Change vs previous 13F +37,683 shares

    0.27% of the 13F portfolio, value $23,987,861.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 277,739 shares
    Change vs previous 13F -7,688 shares

    0.22% of the 13F portfolio, value $19,416,729.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 285,427 shares
    Change vs previous 13F -11,445 shares

    0.22% of the 13F portfolio, value $18,929,522.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 296,872 shares
    Change vs previous 13F -8,008 shares

    0.25% of the 13F portfolio, value $21,003,675.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 304,880 shares
    Change vs previous 13F +27,549 shares

    0.28% of the 13F portfolio, value $21,835,536.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 277,331 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $17,266,613.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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