Frederick Financial Consultants, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frederick Financial Consultants, LLC on KO, newest first. How the timeline and the estimate are built.
Frederick Financial Consultants, LLC held 4,227 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,227 sharesChange vs previous 13F +120 shares
0.15% of the 13F portfolio, value $343,555.
13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,107 sharesChange vs previous 13F -10 shares
0.16% of the 13F portfolio, value $312,303.
13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,117 sharesChange vs previous 13F +197 shares
0.16% of the 13F portfolio, value $287,788.
13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,920 sharesChange vs previous 13F -14 shares
0.15% of the 13F portfolio, value $260,006.
13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,934 sharesChange vs previous 13F -56 shares
0.17% of the 13F portfolio, value $278,302.
13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,990 sharesChange vs previous 13F +291 shares
0.21% of the 13F portfolio, value $285,753.
13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,699 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $230,279.
13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).