Skip to content

Global Wealth Management Investment Advisory, Inc.: KO position timeline

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

Global Wealth Management Investment Advisory, Inc. held 65,130 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,130 shares
    Change vs previous 13F +2,302 shares

    0.75% of the 13F portfolio, value $5,293,081.

    13F-HR 0001767855-26-000003 filed by Global Wealth Management Investment Advisory, Inc.
    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 62,828 shares
    Change vs previous 13F +1,283 shares

    0.75% of the 13F portfolio, value $4,778,089.

    13F-HR 0001767855-26-000002 filed by Global Wealth Management Investment Advisory, Inc.
    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 61,545 shares
    Change vs previous 13F +13,739 shares

    0.69% of the 13F portfolio, value $4,302,588.

    13F-HR 0001767855-26-000001 filed by Global Wealth Management Investment Advisory, Inc.
    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 47,806 shares
    Change vs previous 13F -16,641 shares

    0.53% of the 13F portfolio, value $3,170,519.

    13F-HR 0001767855-25-000006 filed by Global Wealth Management Investment Advisory, Inc.
    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 64,447 shares
    Change vs previous 13F -6,732 shares

    0.86% of the 13F portfolio, value $4,559,606.

    13F-HR 0001767855-25-000004 filed by Global Wealth Management Investment Advisory, Inc.
    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 71,179 shares
    Change vs previous 13F +1,918 shares

    1.02% of the 13F portfolio, value $5,097,807.

    13F-HR 0001767855-25-000003 filed by Global Wealth Management Investment Advisory, Inc.
    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 69,261 shares
    Change vs previous 13F +3,841 shares

    0.89% of the 13F portfolio, value $4,312,161.

    13F-HR 0001767855-25-000001 filed by Global Wealth Management Investment Advisory, Inc.
    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 65,420 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,701,056.

    13F-HR 0001803662-24-000007 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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