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Forvis Mazars Wealth Advisors, LLC: KO position timeline

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

Forvis Mazars Wealth Advisors, LLC held 44,802 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 44,802 shares
    Change vs previous 13F -489 shares

    0.06% of the 13F portfolio, value $3,856,582.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,291 shares
    Change vs previous 13F +1,327 shares

    0.06% of the 13F portfolio, value $3,680,825.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars 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 ended2026-03-31
    13F 43,964 shares
    Change vs previous 13F +402 shares

    0.06% of the 13F portfolio, value $3,343,500.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars 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 ended2025-12-31
    13F 43,562 shares
    Change vs previous 13F -8,073 shares

    0.06% of the 13F portfolio, value $3,045,454.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars 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 ended2025-09-30
    13F 51,635 shares
    Change vs previous 13F +635 shares

    0.07% of the 13F portfolio, value $3,424,422.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars 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 ended2025-06-30
    13F 51,000 shares
    Change vs previous 13F -3,813 shares

    0.08% of the 13F portfolio, value $3,608,281.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars 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 ended2025-03-31
    13F 54,813 shares
    Change vs previous 13F -20,099 shares

    0.09% of the 13F portfolio, value $3,925,711.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars 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 ended2024-12-31
    13F 74,912 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,664,046.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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