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Disclosery

Core Wealth Partners LLC: KO position timeline

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

Core Wealth Partners LLC held 14,916 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,916 shares
    Change vs previous 13F -58 shares

    0.52% of the 13F portfolio, value $1,212,215.

    13F-HR 0001965078-26-000003 filed by Core 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 14,974 shares
    Change vs previous 13F +7 shares

    0.53% of the 13F portfolio, value $1,138,765.

    13F-HR 0001965078-26-000002 filed by Core 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 14,967 shares
    Change vs previous 13F -1,317 shares

    0.47% of the 13F portfolio, value $1,046,336.

    13F-HR 0001965078-26-000001 filed by Core 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 16,284 shares
    Change vs previous 13F -970 shares

    0.5% of the 13F portfolio, value $1,079,948.

    13F-HR 0001965078-25-000002 filed by Core 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 17,254 shares
    Change vs previous 13F +275 shares

    0.62% of the 13F portfolio, value $1,220,713.

    13F-HR 0001085146-25-004770 filed by Core 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 16,979 shares
    Change vs previous 13F -1,778 shares

    0.71% of the 13F portfolio, value $1,216,029.

    13F-HR 0001085146-25-002995 filed by Core 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 18,757 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,167,804.

    13F-HR 0001085146-25-001010 filed by Core 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 18,757 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,347,871.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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