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Disclosery

Florida Trust Wealth Management Co: KO position timeline

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

Florida Trust Wealth Management Co held 129,040 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,040 shares
    Change vs previous 13F +13,139 shares

    0.26% of the 13F portfolio, value $10,487,081.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 115,901 shares
    Change vs previous 13F +10,630 shares

    0.25% of the 13F portfolio, value $8,814,271.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 105,271 shares
    Change vs previous 13F +8,786 shares

    0.2% of the 13F portfolio, value $7,359,495.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 96,485 shares
    Change vs previous 13F +9,763 shares

    0.18% of the 13F portfolio, value $6,398,885.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 86,722 shares
    Change vs previous 13F +13,009 shares

    0.19% of the 13F portfolio, value $6,135,582.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 73,713 shares
    Change vs previous 13F +4,225 shares

    0.17% of the 13F portfolio, value $5,279,325.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 69,488 shares
    Change vs previous 13F +2,683 shares

    0.14% of the 13F portfolio, value $4,326,322.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 66,805 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,800,608.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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