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B. Riley Wealth Advisors, Inc.: KO position timeline

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

B. Riley Wealth Advisors, Inc. held 37,473 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,473 shares
    Change vs previous 13F +5,415 shares

    0.13% of the 13F portfolio, value $3,225,697.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,058 shares
    Change vs previous 13F +892 shares

    0.14% of the 13F portfolio, value $2,649,639.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, 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 31,166 shares
    Change vs previous 13F -6,220 shares

    0.15% of the 13F portfolio, value $2,377,039.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, 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 37,386 shares
    Change vs previous 13F -1,057 shares

    0.12% of the 13F portfolio, value $2,613,680.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, 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 38,443 shares
    Change vs previous 13F -6,326 shares

    0.12% of the 13F portfolio, value $2,549,510.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, 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 44,769 shares
    Change vs previous 13F -46,307 shares

    0.15% of the 13F portfolio, value $3,167,412.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, 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 91,076 shares
    Change vs previous 13F +4,898 shares

    0.2% of the 13F portfolio, value $6,522,899.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, 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 86,178 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,365,467.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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