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Disclosery

Bison Wealth, LLC: KO position timeline

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

Bison Wealth, LLC held 38,394 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,394 shares
    Change vs previous 13F -439 shares

    0.29% of the 13F portfolio, value $3,185,161.

    13F-HR 0001493152-26-032296 filed by Bison Wealth, LLC
    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 38,833 shares
    Change vs previous 13F -623 shares

    0.3% of the 13F portfolio, value $3,116,775.

    13F-HR 0001493152-26-023586 filed by Bison Wealth, LLC
    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 39,456 shares
    Change vs previous 13F +3,122 shares

    0.33% of the 13F portfolio, value $2,949,358.

    13F-HR 0001493152-26-012336 filed by Bison Wealth, LLC
    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 36,334 shares
    Change vs previous 13F +1,637 shares

    0.23% of the 13F portfolio, value $2,456,416.

    13F-HR 0001493152-25-021659 filed by Bison Wealth, LLC
    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 34,697 shares
    Change vs previous 13F +771 shares

    0.19% of the 13F portfolio, value $2,431,324.

    13F-HR 0001641172-25-019676 filed by Bison Wealth, LLC
    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 33,926 shares
    Change vs previous 13F +16,638 shares

    0.23% of the 13F portfolio, value $2,445,044.

    13F-HR 0001641172-25-009192 filed by Bison Wealth, LLC
    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 17,288 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,076,308.

    13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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