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Disclosery

EPG Wealth Management LLC: KO position timeline

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

EPG Wealth Management LLC held 58,620 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,620 shares
    Change vs previous 13F +564 shares

    1.14% of the 13F portfolio, value $4,764,079.

    13F-HR 0001398344-26-012859 filed by EPG Wealth 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 58,056 shares
    Change vs previous 13F +184 shares

    1.2% of the 13F portfolio, value $4,415,189.

    13F-HR 0001398344-26-008638 filed by EPG Wealth 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 57,872 shares
    Change vs previous 13F -713 shares

    1.09% of the 13F portfolio, value $4,045,810.

    13F-HR 0001398344-26-001448 filed by EPG Wealth 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 58,585 shares
    Change vs previous 13F +5,184 shares

    1.07% of the 13F portfolio, value $3,885,358.

    13F-HR 0001398344-25-020156 filed by EPG Wealth 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 ended2025-06-30
    13F 53,401 shares
    Change vs previous 13F +12,287 shares

    1.13% of the 13F portfolio, value $3,778,109.

    13F-HR 0001398344-25-014488 filed by EPG Wealth 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 ended2025-03-31
    13F 41,114 shares
    Change vs previous 13F +20,951 shares

    0.82% of the 13F portfolio, value $2,944,548.

    13F-HR 0001398344-25-009249 filed by EPG Wealth 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 ended2024-12-31
    13F 20,163 shares
    Change vs previous 13F -351 shares

    0.33% of the 13F portfolio, value $1,255,318.

    13F-HR 0001398344-25-002786 filed by EPG Wealth Management 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 20,514 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,474,171.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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