Skip to content
Disclosery

HB Wealth Management, LLC: KO position timeline

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

HB Wealth Management, LLC held 691,443 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 691,443 shares
    Change vs previous 13F +62,337 shares

    0.32% of the 13F portfolio, value $56,193,649.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 629,106 shares
    Change vs previous 13F +29,336 shares

    0.31% of the 13F portfolio, value $47,843,572.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 599,770 shares
    Change vs previous 13F +15,986 shares

    0.27% of the 13F portfolio, value $41,929,950.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 583,784 shares
    Change vs previous 13F +102,057 shares

    0.26% of the 13F portfolio, value $38,716,593.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 481,727 shares
    Change vs previous 13F -92,105 shares

    0.27% of the 13F portfolio, value $34,082,245.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 573,832 shares
    Change vs previous 13F +58,678 shares

    0.35% of the 13F portfolio, value $41,097,855.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 515,154 shares
    Change vs previous 13F +12,214 shares

    0.33% of the 13F portfolio, value $32,073,495.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 502,940 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $36,141,299.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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