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Brown Financial Advisors: KO position timeline

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

Brown Financial Advisors held 22,836 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,836 shares
    Change vs previous 13F -575 shares

    0.65% of the 13F portfolio, value $1,855,882.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 23,411 shares
    Change vs previous 13F -3,209 shares

    0.67% of the 13F portfolio, value $1,780,407.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 26,620 shares
    Change vs previous 13F +1,297 shares

    0.68% of the 13F portfolio, value $1,861,004.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 25,323 shares
    Change vs previous 13F +235 shares

    0.62% of the 13F portfolio, value $1,679,421.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 25,088 shares
    Change vs previous 13F -43 shares

    0.69% of the 13F portfolio, value $1,774,976.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 25,131 shares
    Change vs previous 13F +142 shares

    0.74% of the 13F portfolio, value $1,799,882.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 24,989 shares
    Change vs previous 13F +2,355 shares

    0.62% of the 13F portfolio, value $1,555,815.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 22,634 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,626,479.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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