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HHM Wealth Advisors, LLC: KO position timeline

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

HHM Wealth Advisors, LLC held 11,661 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,661 shares
    Change vs previous 13F -294 shares

    0.1% of the 13F portfolio, value $947,715.

    13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, 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 11,955 shares
    Change vs previous 13F -12 shares

    0.1% of the 13F portfolio, value $909,163.

    13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, 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 11,967 shares
    Change vs previous 13F -198 shares

    0.1% of the 13F portfolio, value $836,621.

    13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, 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 12,165 shares
    Change vs previous 13F -142 shares

    0.09% of the 13F portfolio, value $806,771.

    13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, 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 12,307 shares
    Change vs previous 13F -86 shares

    0.1% of the 13F portfolio, value $870,702.

    13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, 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 12,393 shares
    Change vs previous 13F +1,930 shares

    0.12% of the 13F portfolio, value $887,562.

    13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, 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 10,463 shares
    Change vs previous 13F +1,313 shares

    0.09% of the 13F portfolio, value $651,405.

    13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, 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 9,150 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $657,484.

    13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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