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Disclosery

HBK Sorce Advisory LLC: KO position timeline

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

HBK Sorce Advisory LLC held 68,145 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,145 shares
    Change vs previous 13F +2,037 shares

    0.12% of the 13F portfolio, value $5,917,008.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 66,108 shares
    Change vs previous 13F -1,632 shares

    0.11% of the 13F portfolio, value $5,184,155.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 67,740 shares
    Change vs previous 13F -843 shares

    0.12% of the 13F portfolio, value $5,353,458.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 68,583 shares
    Change vs previous 13F -1,805 shares

    0.12% of the 13F portfolio, value $4,600,565.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 70,388 shares
    Change vs previous 13F -1,201 shares

    0.13% of the 13F portfolio, value $4,979,964.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 71,589 shares
    Change vs previous 13F +235 shares

    0.15% of the 13F portfolio, value $5,127,231.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 71,354 shares
    Change vs previous 13F -2,116 shares

    0.13% of the 13F portfolio, value $4,442,515.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 73,470 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,279,557.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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