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Disclosery

GeoWealth Management, LLC: KO position timeline

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

GeoWealth Management, LLC held 13,527 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,527 shares
    Change vs previous 13F +534 shares

    0.03% of the 13F portfolio, value $1,099,298.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 12,993 shares
    Change vs previous 13F +92 shares

    0.04% of the 13F portfolio, value $988,097.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 12,901 shares
    Change vs previous 13F -2,678 shares

    0.03% of the 13F portfolio, value $901,852.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 15,579 shares
    Change vs previous 13F +4,018 shares

    0.04% of the 13F portfolio, value $1,033,240.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 11,561 shares
    Change vs previous 13F -5,389 shares

    0.03% of the 13F portfolio, value $817,929.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 16,950 shares
    Change vs previous 13F -4,813 shares

    0.05% of the 13F portfolio, value $1,213,971.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 21,763 shares
    Change vs previous 13F -4,998 shares

    0.04% of the 13F portfolio, value $1,354,952.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 26,761 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,923,036.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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