KELLEHER FINANCIAL ADVISORS: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLEHER FINANCIAL ADVISORS on KO, newest first. How the timeline and the estimate are built.
KELLEHER FINANCIAL ADVISORS held 8,916 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 8,916 sharesChange vs previous 13F +593 shares
0.1% of the 13F portfolio, value $724,617.
13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,323 sharesChange vs previous 13F -272 shares
0.15% of the 13F portfolio, value $588,864.
13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,595 sharesChange vs previous 13F +20 shares
0.14% of the 13F portfolio, value $600,888.
13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,575 sharesChange vs previous 13F +252 shares
0.14% of the 13F portfolio, value $568,705.
13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,323 sharesChange vs previous 13F -326 shares
0.2% of the 13F portfolio, value $588,864.
13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,649 sharesChange vs previous 13F -817 shares
0.25% of the 13F portfolio, value $619,441.
13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,466 sharesChange vs previous 13F +189 shares
0.22% of the 13F portfolio, value $589,353.
13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,277 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $666,645.
13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).