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Disclosery

Concorde Asset Management, LLC: KO position timeline

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

Concorde Asset Management, LLC held 3,638 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,638 shares
    Change vs previous 13F +35 shares

    0.17% of the 13F portfolio, value $297,550.

    13F-HR 0001062993-26-004482 filed by Concorde Asset Management, 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 3,603 shares
    Change vs previous 13F -235 shares

    0.14% of the 13F portfolio, value $275,912.

    13F-HR 0001062993-26-002944 filed by Concorde Asset Management, 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 3,838 shares
    Change vs previous 13F +248 shares

    0.11% of the 13F portfolio, value $268,301.

    13F-HR 0001062993-26-000868 filed by Concorde Asset Management, 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 3,590 shares
    Change vs previous 13F +88 shares

    0.1% of the 13F portfolio, value $236,575.

    13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,502 shares
    Change vs previous 13F +17 shares

    0.13% of the 13F portfolio, value $245,128.

    13F-HR 0001062993-25-009488 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,485 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $216,951.

    13F-HR 0001062993-25-002273 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,473 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $249,606.

    13F-HR 0001062993-24-018805 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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