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Brady Martz Wealth Solutions, LLC: KO position timeline

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

Brady Martz Wealth Solutions, LLC held 30,156 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,156 shares
    Change vs previous 13F +864 shares

    0.37% of the 13F portfolio, value $2,450,804.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 29,292 shares
    Change vs previous 13F +2,539 shares

    0.38% of the 13F portfolio, value $2,227,667.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 26,753 shares
    Change vs previous 13F -5,141 shares

    0.33% of the 13F portfolio, value $1,870,311.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 31,894 shares
    Change vs previous 13F +71 shares

    0.38% of the 13F portfolio, value $2,115,237.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 31,823 shares
    Change vs previous 13F +326 shares

    0.44% of the 13F portfolio, value $2,251,462.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 31,497 shares
    Change vs previous 13F -323 shares

    0.51% of the 13F portfolio, value $2,255,828.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 31,820 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,974,124.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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