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Disclosery

CFM WEALTH PARTNERS LLC: KO position timeline

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

CFM WEALTH PARTNERS LLC held 42,080 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,080 shares
    Change vs previous 13F -15,391 shares

    0.44% of the 13F portfolio, value $3,419,817.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 57,471 shares
    Change vs previous 13F -1,075 shares

    0.66% of the 13F portfolio, value $4,370,646.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 58,546 shares
    Change vs previous 13F -4,419 shares

    0.59% of the 13F portfolio, value $4,092,929.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 62,965 shares
    Change vs previous 13F -6,028 shares

    0.61% of the 13F portfolio, value $4,175,839.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 68,993 shares
    Change vs previous 13F +841 shares

    0.78% of the 13F portfolio, value $4,881,252.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 68,152 shares
    Change vs previous 13F +2,025 shares

    0.86% of the 13F portfolio, value $4,881,068.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 66,127 shares
    Change vs previous 13F +4,096 shares

    0.69% of the 13F portfolio, value $4,117,086.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 62,031 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,457,548.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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