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Disclosery

Dakota Wealth Management: KO position timeline

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

Dakota Wealth Management held 68,178 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 68,178 shares
    Change vs previous 13F +274 shares

    0.11% of the 13F portfolio, value $5,540,864.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 67,904 shares
    Change vs previous 13F -15,720 shares

    0.11% of the 13F portfolio, value $5,164,099.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 83,624 shares
    Change vs previous 13F +3,647 shares

    0.1% of the 13F portfolio, value $5,846,142.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 79,977 shares
    Change vs previous 13F -41,346 shares

    0.11% of the 13F portfolio, value $5,304,093.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 121,323 shares
    Change vs previous 13F +25,444 shares

    0.18% of the 13F portfolio, value $8,584,275.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 95,879 shares
    Change vs previous 13F +2,185 shares

    0.16% of the 13F portfolio, value $6,866,831.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 93,694 shares
    Change vs previous 13F -7,304 shares

    0.13% of the 13F portfolio, value $5,833,371.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 100,998 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,257,693.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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