INVESTMENT ADVISORY SERVICES INC /TX /ADV: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT ADVISORY SERVICES INC /TX /ADV on KO, newest first. How the timeline and the estimate are built.
INVESTMENT ADVISORY SERVICES INC /TX /ADV held 46,348 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 46,348 sharesChange vs previous 13F -50 shares
1.08% of the 13F portfolio, value $3,766,722.
13F-HR 0001214659-26-008502 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,398 sharesChange vs previous 13F -1,255 shares
1.12% of the 13F portfolio, value $3,528,555.
13F-HR 0001214659-26-004799 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,653 sharesChange vs previous 13F -1,286 shares
1.04% of the 13F portfolio, value $3,331,409.
13F-HR 0001214659-26-000732 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,939 sharesChange vs previous 13F -1,258 shares
1.02% of the 13F portfolio, value $3,245,654.
13F-HR 0001214659-25-015202 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,197 sharesChange vs previous 13F +3,150 shares
1.18% of the 13F portfolio, value $3,551,409.
13F-HR 0001214659-25-010500 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 47,047 sharesChange vs previous 13F -223 shares
1.22% of the 13F portfolio, value $3,369,474.
13F-HR 0001214659-25-006298 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,270 sharesChange vs previous 13F -2,470 shares
1.04% of the 13F portfolio, value $2,943,004.
13F-HR 0001214659-25-001439 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 49,740 sharesChange vs previous 13F not available
1.26% of the 13F portfolio, value $3,574,285.
13F-HR 0001214659-24-017514 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).