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Disclosery

Avantax Planning Partners, Inc.: KO position timeline

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

Avantax Planning Partners, Inc. held 171,923 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,923 shares
    Change vs previous 13F -1,114 shares

    0.35% of the 13F portfolio, value $13,972,199.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 173,037 shares
    Change vs previous 13F -7,236 shares

    0.36% of the 13F portfolio, value $13,159,496.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 180,273 shares
    Change vs previous 13F +1,885 shares

    0.35% of the 13F portfolio, value $12,602,873.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 178,388 shares
    Change vs previous 13F +4,305 shares

    0.34% of the 13F portfolio, value $11,830,701.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 174,083 shares
    Change vs previous 13F -39 shares

    0.39% of the 13F portfolio, value $12,316,362.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 174,122 shares
    Change vs previous 13F +3,671 shares

    0.44% of the 13F portfolio, value $12,470,602.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 170,451 shares
    Change vs previous 13F +6,169 shares

    0.38% of the 13F portfolio, value $10,612,307.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 164,282 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,805,291.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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