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Fiduciary Wealth Partners, LLC: KO position timeline

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

Fiduciary Wealth Partners, LLC held 2,746 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,746 shares
    Change vs previous 13F +61 shares

    0.12% of the 13F portfolio, value $223,135.

    13F-HR 0001376474-26-000529 filed by Fiduciary 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 2,685 shares
    Change vs previous 13F -1,069 shares

    0.13% of the 13F portfolio, value $204,223.

    13F-HR 0001376474-26-000350 filed by Fiduciary 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 3,754 shares
    Change vs previous 13F -1,379 shares

    0.11% of the 13F portfolio, value $262,423.

    13F-HR 0001376474-26-000077 filed by Fiduciary 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 5,133 shares
    Change vs previous 13F +1,578 shares

    0.14% of the 13F portfolio, value $340,392.

    13F-HR 0001376474-25-000877 filed by Fiduciary 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 3,555 shares
    Change vs previous 13F +1,422 shares

    0.24% of the 13F portfolio, value $251,498.

    13F-HR 0001376474-25-000691 filed by Fiduciary 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 2,133 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $152,763.

    13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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