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Gibbs Wealth Management: KO position timeline

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

Gibbs Wealth Management held 18,367 KO shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,367 shares
    Change vs previous 13F +11,610 shares

    0.18% of the 13F portfolio, value $1,396,811.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,757 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $476,468.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,957 shares
    Change vs previous 13F -5,314 shares

    0.1% of the 13F portfolio, value $461,382.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 12,271 shares
    Change vs previous 13F +1,677 shares

    0.17% of the 13F portfolio, value $868,202.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,594 shares
    Change vs previous 13F +666 shares

    0.18% of the 13F portfolio, value $758,770.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,928 shares
    Change vs previous 13F +1,308 shares

    0.17% of the 13F portfolio, value $618,142.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,620 shares
    Change vs previous 13F +1,701 shares

    0.2% of the 13F portfolio, value $619,417.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 6,919 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $440,423.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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