Skip to content
Disclosery

Carson Advisory Inc.: KO position timeline

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

Carson Advisory Inc. held 21,310 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,310 shares
    Change vs previous 13F +391 shares

    0.8% of the 13F portfolio, value $1,731,884.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 20,919 shares
    Change vs previous 13F -543 shares

    0.82% of the 13F portfolio, value $1,590,922.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 21,462 shares
    Change vs previous 13F +50 shares

    0.78% of the 13F portfolio, value $1,500,438.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    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 21,412 shares
    Change vs previous 13F -1,872 shares

    0.77% of the 13F portfolio, value $1,420,017.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    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 23,284 shares
    Change vs previous 13F +472 shares

    1.05% of the 13F portfolio, value $1,647,346.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    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 22,812 shares
    Change vs previous 13F -980 shares

    1.1% of the 13F portfolio, value $1,633,775.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 23,792 shares
    Change vs previous 13F -252 shares

    1.03% of the 13F portfolio, value $1,481,272.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 24,044 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,727,810.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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