Skip to content
Disclosery

Greystone Financial Group, LLC: KO position timeline

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

Greystone Financial Group, LLC held 69,491 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,491 shares
    Change vs previous 13F -2,611 shares

    1.58% of the 13F portfolio, value $5,647,500.

    13F-HR 0001845302-26-000008 filed by Greystone Financial Group, 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 72,102 shares
    Change vs previous 13F -47,149 shares

    1.55% of the 13F portfolio, value $5,483,357.

    13F-HR 0001845302-26-000006 filed by Greystone Financial Group, 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 119,251 shares
    Change vs previous 13F +15,179 shares

    1.3% of the 13F portfolio, value $8,336,808.

    13F-HR 0001845302-26-000004 filed by Greystone Financial Group, 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 104,072 shares
    Change vs previous 13F +1,098 shares

    1.07% of the 13F portfolio, value $6,902,063.

    13F-HR 0001845302-25-000011 filed by Greystone Financial Group, 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 102,974 shares
    Change vs previous 13F +362 shares

    1.2% of the 13F portfolio, value $7,285,392.

    13F-HR 0001845302-25-000007 filed by Greystone Financial Group, 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 102,612 shares
    Change vs previous 13F -5,772 shares

    1.33% of the 13F portfolio, value $7,349,083.

    13F-HR 0001845302-25-000005 filed by Greystone Financial Group, 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 108,384 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $6,747,998.

    13F-HR 0001845302-25-000003 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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