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Disclosery

Balboa Wealth Partners: KO position timeline

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

Balboa Wealth Partners held 11,095 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,095 shares
    Change vs previous 13F +3,458 shares

    0.12% of the 13F portfolio, value $901,655.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 7,637 shares
    Change vs previous 13F -44 shares

    0.1% of the 13F portfolio, value $580,766.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 7,681 shares
    Change vs previous 13F +326 shares

    0.09% of the 13F portfolio, value $536,953.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 7,355 shares
    Change vs previous 13F -1,019 shares

    0.08% of the 13F portfolio, value $487,808.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 8,374 shares
    Change vs previous 13F +1,350 shares

    0.12% of the 13F portfolio, value $592,440.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 7,024 shares
    Change vs previous 13F +287 shares

    0.12% of the 13F portfolio, value $503,038.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 6,737 shares
    Change vs previous 13F +1,079 shares

    0.1% of the 13F portfolio, value $419,428.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 5,658 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $406,576.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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