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Disclosery

Independent Advisor Alliance: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on KO, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 243,177 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,177 shares
    Change vs previous 13F +4,329 shares

    0.46% of the 13F portfolio, value $19,763,003.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 238,848 shares
    Change vs previous 13F -88,361 shares

    0.19% of the 13F portfolio, value $18,164,378.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 327,209 shares
    Change vs previous 13F +10,758 shares

    0.56% of the 13F portfolio, value $22,875,178.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 316,451 shares
    Change vs previous 13F -35,110 shares

    0.55% of the 13F portfolio, value $20,987,015.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 351,561 shares
    Change vs previous 13F -62,964 shares

    0.72% of the 13F portfolio, value $24,873,075.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 414,525 shares
    Change vs previous 13F -6,147 shares

    0.98% of the 13F portfolio, value $29,688,382.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 420,672 shares
    Change vs previous 13F -113,953 shares

    0.35% of the 13F portfolio, value $26,191,037.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 534,625 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $38,418,214.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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