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Financial & Tax Architects, LLC: KO position timeline

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

Financial & Tax Architects, LLC held 98,828 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,828 shares
    Change vs previous 13F +741 shares

    1.69% of the 13F portfolio, value $8,031,775.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 98,087 shares
    Change vs previous 13F -7,211 shares

    1.66% of the 13F portfolio, value $7,459,516.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 105,298 shares
    Change vs previous 13F -3,197 shares

    1.65% of the 13F portfolio, value $7,361,396.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 108,495 shares
    Change vs previous 13F +6,970 shares

    1.59% of the 13F portfolio, value $7,195,411.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 101,525 shares
    Change vs previous 13F -1,141 shares

    1.74% of the 13F portfolio, value $7,182,864.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 102,666 shares
    Change vs previous 13F +2,037 shares

    1.85% of the 13F portfolio, value $7,352,949.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 100,629 shares
    Change vs previous 13F +7,362 shares

    1.6% of the 13F portfolio, value $6,265,159.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 93,267 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $6,702,173.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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