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Kingsview Wealth Management, LLC: KO position timeline

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

Kingsview Wealth Management, LLC held 157,475 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,475 shares
    Change vs previous 13F +14,059 shares

    0.16% of the 13F portfolio, value $12,797,958.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, 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 143,416 shares
    Change vs previous 13F +2,505 shares

    0.15% of the 13F portfolio, value $10,906,758.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, 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 140,911 shares
    Change vs previous 13F +5,749 shares

    0.14% of the 13F portfolio, value $9,851,093.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, 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 135,162 shares
    Change vs previous 13F +14,505 shares

    0.14% of the 13F portfolio, value $8,963,929.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, 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 120,657 shares
    Change vs previous 13F +47,528 shares

    0.14% of the 13F portfolio, value $8,536,499.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, 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 73,129 shares
    Change vs previous 13F -1,547 shares

    0.1% of the 13F portfolio, value $5,237,525.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, 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 74,676 shares
    Change vs previous 13F +1,491 shares

    0.09% of the 13F portfolio, value $4,649,352.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, 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 73,185 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,259,056.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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