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Cetera Trust Company, N.A: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Trust Company, N.A on KO, newest first. How the timeline and the estimate are built.

Cetera Trust Company, N.A held 30,896 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,896 shares
    Change vs previous 13F +300 shares

    1.26% of the 13F portfolio, value $2,510,918.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 30,596 shares
    Change vs previous 13F -1,175 shares

    1.32% of the 13F portfolio, value $2,326,826.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 31,771 shares
    Change vs previous 13F +1,400 shares

    1.19% of the 13F portfolio, value $2,221,111.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 30,371 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $2,014,205.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 30,371 shares
    Change vs previous 13F +150 shares

    1.28% of the 13F portfolio, value $2,148,748.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 30,221 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $2,164,428.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 30,221 shares
    Change vs previous 13F +830 shares

    1.22% of the 13F portfolio, value $1,881,559.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 29,391 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,112,037.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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