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Disclosery

BSW Wealth Partners: KO position timeline

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

BSW Wealth Partners held 30,724 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,724 shares
    Change vs previous 13F -47 shares

    0.28% of the 13F portfolio, value $2,496,948.

    13F-HR 0001512601-26-000007 filed by BSW 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 30,771 shares
    Change vs previous 13F -290 shares

    0.29% of the 13F portfolio, value $2,340,142.

    13F-HR 0001512601-26-000005 filed by BSW 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 31,061 shares
    Change vs previous 13F -2,041 shares

    0.26% of the 13F portfolio, value $2,171,481.

    13F-HR 0001512601-26-000003 filed by BSW 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 33,102 shares
    Change vs previous 13F +4,728 shares

    0.27% of the 13F portfolio, value $2,195,306.

    13F-HR 0001512601-25-000013 filed by BSW 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 28,374 shares
    Change vs previous 13F -260 shares

    0.28% of the 13F portfolio, value $2,007,469.

    13F-HR 0001512601-25-000009 filed by BSW 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 28,634 shares
    Change vs previous 13F -1,535 shares

    0.31% of the 13F portfolio, value $2,050,798.

    13F-HR 0001512601-25-000007 filed by BSW 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 30,169 shares
    Change vs previous 13F +770 shares

    0.28% of the 13F portfolio, value $1,878,287.

    13F-HR 0001512601-25-000003 filed by BSW 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 29,399 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,112,587.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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