ATTICUS WEALTH MANAGEMENT, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATTICUS WEALTH MANAGEMENT, LLC on KO, newest first. How the timeline and the estimate are built.
ATTICUS WEALTH MANAGEMENT, LLC held 70,278 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 70,278 sharesChange vs previous 13F -4 shares
1.36% of the 13F portfolio, value $5,711,485.
13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 70,282 sharesChange vs previous 13F +36 shares
1.45% of the 13F portfolio, value $5,344,922.
13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 70,246 sharesChange vs previous 13F +5 shares
1.21% of the 13F portfolio, value $4,910,880.
13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 70,241 sharesChange vs previous 13F 0 shares
1.18% of the 13F portfolio, value $4,658,384.
13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 70,241 sharesChange vs previous 13F -1,449 shares
1.34% of the 13F portfolio, value $4,969,551.
13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 71,690 sharesChange vs previous 13F -3,100 shares
1.68% of the 13F portfolio, value $5,134,438.
13F-HR 0001085146-25-002231 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 74,790 sharesChange vs previous 13F -3,489 shares
1.45% of the 13F portfolio, value $4,656,426.
13F-HR 0001085146-25-000396 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 78,279 sharesChange vs previous 13F not available
1.81% of the 13F portfolio, value $5,625,138.
13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).