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Disclosery

Bullock Wealth Management Group: KO position timeline

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

Bullock Wealth Management Group held 6,168 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,168 shares
    Change vs previous 13F +198 shares

    0.22% of the 13F portfolio, value $531,100.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,970 shares
    Change vs previous 13F +3,417 shares

    0.21% of the 13F portfolio, value $485,274.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 2,553 shares
    Change vs previous 13F -142 shares

    0.1% of the 13F portfolio, value $194,246.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 2,695 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $188,418.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 2,695 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $179,992.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 2,697 shares
    Change vs previous 13F +85 shares

    0.1% of the 13F portfolio, value $193,305.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 2,612 shares
    Change vs previous 13F -1,220 shares

    0.1% of the 13F portfolio, value $187,707.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 3,832 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $238,574.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested