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Disclosery

Keystone Financial Planning, Inc.: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Planning, Inc. on KO, newest first. How the timeline and the estimate are built.

Keystone Financial Planning, Inc. held 35,137 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,137 shares
    Change vs previous 13F -553 shares

    0.75% of the 13F portfolio, value $3,024,633.

    13F-HR 0001596906-26-000006 filed by Keystone Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,690 shares
    Change vs previous 13F -7 shares

    0.75% of the 13F portfolio, value $2,900,564.

    13F-HR 0001596906-26-000004 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,697 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,714,792.

    13F-HR 0001596906-26-000003 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,697 shares
    Change vs previous 13F -499 shares

    0.72% of the 13F portfolio, value $2,495,610.

    13F-HR 0001596906-26-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,196 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,400,549.

    13F-HR 0001596906-25-000011 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,196 shares
    Change vs previous 13F -881 shares

    0.77% of the 13F portfolio, value $2,560,900.

    13F-HR 0001596906-25-000007 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 37,077 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $2,655,488.

    13F-HR 0001596906-25-000002 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 37,077 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,308,443.

    13F-HR 0001596906-25-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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