Skip to content
Disclosery

Buck Wealth Strategies, LLC: KO position timeline

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

Buck Wealth Strategies, LLC held 178,406 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,406 shares
    Change vs previous 13F +3,323 shares

    1.52% of the 13F portfolio, value $14,499,076.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 175,083 shares
    Change vs previous 13F +3,042 shares

    1.64% of the 13F portfolio, value $13,315,083.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 172,041 shares
    Change vs previous 13F +13,312 shares

    1.53% of the 13F portfolio, value $12,027,404.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 158,729 shares
    Change vs previous 13F +4,300 shares

    1.44% of the 13F portfolio, value $10,526,932.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 154,429 shares
    Change vs previous 13F +13,224 shares

    1.66% of the 13F portfolio, value $10,925,823.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 141,205 shares
    Change vs previous 13F -1,909 shares

    1.84% of the 13F portfolio, value $10,113,082.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 143,114 shares
    Change vs previous 13F +39,409 shares

    1.85% of the 13F portfolio, value $8,910,258.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, LLC
    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 103,705 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $7,452,267.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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