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Bradley & Co. Private Wealth Management, LLC: KO position timeline

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

Bradley & Co. Private Wealth Management, LLC held 7,693 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 7,693 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $629,286.

    13F-HR 0001861678-26-000004 filed by Bradley & Co. Private Wealth Management, 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 7,693 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $589,130.

    13F-HR 0001861678-26-000002 filed by Bradley & Co. Private Wealth Management, 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 7,693 shares
    Change vs previous 13F -953 shares

    0.29% of the 13F portfolio, value $537,817.

    13F-HR 0001861678-26-000001 filed by Bradley & Co. Private Wealth Management, 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 8,646 shares
    Change vs previous 13F -213 shares

    0.32% of the 13F portfolio, value $573,427.

    13F-HR 0001861678-25-000006 filed by Bradley & Co. Private Wealth Management, 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 8,859 shares
    Change vs previous 13F -695 shares

    0.38% of the 13F portfolio, value $626,802.

    13F-HR 0001861678-25-000005 filed by Bradley & Co. Private Wealth Management, 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 9,554 shares
    Change vs previous 13F -572 shares

    0.47% of the 13F portfolio, value $684,257.

    13F-HR 0001861678-25-000002 filed by Bradley & Co. Private Wealth Management, 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 10,126 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $630,445.

    13F-HR 0001861678-25-000001 filed by Bradley & Co. Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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