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Disclosery

Fiduciary Alliance LLC: KO position timeline

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

Fiduciary Alliance LLC held 16,247 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,247 shares
    Change vs previous 13F -2,475 shares

    0.11% of the 13F portfolio, value $1,398,509.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,722 shares
    Change vs previous 13F -292 shares

    0.1% of the 13F portfolio, value $1,521,522.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,014 shares
    Change vs previous 13F -2,778 shares

    0.09% of the 13F portfolio, value $1,431,929.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,792 shares
    Change vs previous 13F +1,008 shares

    0.1% of the 13F portfolio, value $1,523,500.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,784 shares
    Change vs previous 13F -265 shares

    0.09% of the 13F portfolio, value $1,378,408.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,049 shares
    Change vs previous 13F +2,201 shares

    0.11% of the 13F portfolio, value $1,489,184.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,848 shares
    Change vs previous 13F +659 shares

    0.13% of the 13F portfolio, value $1,349,912.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,189 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,132,463.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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