Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: KO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 74,475 KO shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 74,475 shares
    Change vs previous 13F -437 shares

    0.18% of the 13F portfolio, value $5,663,855.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 74,912 shares
    Change vs previous 13F +506 shares

    0.17% of the 13F portfolio, value $5,237,103.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 74,406 shares
    Change vs previous 13F +63 shares

    0.16% of the 13F portfolio, value $4,934,612.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 74,343 shares
    Change vs previous 13F -3,999 shares

    0.19% of the 13F portfolio, value $5,259,733.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, 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 78,342 shares
    Change vs previous 13F +526 shares

    0.21% of the 13F portfolio, value $5,610,832.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, 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 77,816 shares
    Change vs previous 13F -2,328 shares

    0.18% of the 13F portfolio, value $4,844,825.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, 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 80,144 shares
    Change vs previous 13F -3,898 shares

    0.21% of the 13F portfolio, value $5,759,179.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 84,042 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,349,259.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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