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Foster Victor Wealth Advisors, LLC: KO position timeline

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

Foster Victor Wealth Advisors, LLC held 101,802 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,802 shares
    Change vs previous 13F -1,324 shares

    0.44% of the 13F portfolio, value $8,457,736.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 103,126 shares
    Change vs previous 13F -6,371 shares

    0.45% of the 13F portfolio, value $7,827,294.

    13F-HR 0001769063-26-000002 filed by Foster Victor 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 ended2025-12-31
    13F 109,497 shares
    Change vs previous 13F -202 shares

    0.45% of the 13F portfolio, value $7,712,997.

    13F-HR 0001769063-26-000001 filed by Foster Victor 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 ended2025-09-30
    13F 109,699 shares
    Change vs previous 13F +26,039 shares

    0.46% of the 13F portfolio, value $7,311,418.

    13F-HR 0001085146-25-005901 filed by Foster Victor 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 ended2025-06-30
    13F 83,660 shares
    Change vs previous 13F -2,661 shares

    0.39% of the 13F portfolio, value $5,812,691.

    13F-HR 0001085146-25-003864 filed by Foster Victor 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 ended2025-03-31
    13F 86,321 shares
    Change vs previous 13F +68,201 shares

    0.5% of the 13F portfolio, value $6,165,916.

    13F-HR 0001085146-25-002140 filed by Foster Victor 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 ended2024-12-31
    13F 18,120 shares
    Change vs previous 13F +4,123 shares

    0.09% of the 13F portfolio, value $1,136,304.

    13F-HR 0001085146-25-000412 filed by Foster Victor 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 ended2024-09-30
    13F 13,997 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $973,746.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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