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Cyndeo Wealth Partners, LLC: KO position timeline

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

Cyndeo Wealth Partners, LLC held 121,939 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,939 shares
    Change vs previous 13F +4,650 shares

    0.47% of the 13F portfolio, value $9,909,984.

    13F-HR 0001950947-26-000003 filed by Cyndeo 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 117,289 shares
    Change vs previous 13F -4,227 shares

    0.47% of the 13F portfolio, value $8,919,831.

    13F-HR 0001950947-26-000002 filed by Cyndeo 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 121,516 shares
    Change vs previous 13F -51,338 shares

    0.46% of the 13F portfolio, value $8,495,217.

    13F-HR 0001950947-26-000001 filed by Cyndeo 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 172,854 shares
    Change vs previous 13F -12,996 shares

    0.64% of the 13F portfolio, value $11,463,668.

    13F-HR 0001950947-25-000006 filed by Cyndeo 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 185,850 shares
    Change vs previous 13F +12,190 shares

    0.78% of the 13F portfolio, value $13,148,874.

    13F-HR 0001950947-25-000004 filed by Cyndeo 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 173,660 shares
    Change vs previous 13F -33,298 shares

    0.82% of the 13F portfolio, value $12,437,560.

    13F-HR 0001950947-25-000002 filed by Cyndeo 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 206,958 shares
    Change vs previous 13F -743 shares

    0.87% of the 13F portfolio, value $12,885,197.

    13F-HR 0001950947-25-000001 filed by Cyndeo 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 207,701 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $14,925,427.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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