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Disclosery

Clearstead Advisors, LLC: KO position timeline

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

Clearstead Advisors, LLC held 197,772 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,772 shares
    Change vs previous 13F -20,610 shares

    0.15% of the 13F portfolio, value $16,072,908.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 218,382 shares
    Change vs previous 13F +19,167 shares

    0.15% of the 13F portfolio, value $16,607,991.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 199,215 shares
    Change vs previous 13F +15,068 shares

    0.18% of the 13F portfolio, value $13,927,181.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 184,147 shares
    Change vs previous 13F -6,483 shares

    0.18% of the 13F portfolio, value $12,212,629.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 190,630 shares
    Change vs previous 13F +13,898 shares

    0.19% of the 13F portfolio, value $13,487,047.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 176,732 shares
    Change vs previous 13F +2,371 shares

    0.2% of the 13F portfolio, value $12,657,548.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 174,361 shares
    Change vs previous 13F -4,652 shares

    0.17% of the 13F portfolio, value $10,855,717.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 179,013 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,863,896.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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