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KMG FIDUCIARY PARTNERS, LLC: KO position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 153,020 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 153,020 shares
    Change vs previous 13F -5,536 shares

    1.29% of the 13F portfolio, value $13,171,944.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,556 shares
    Change vs previous 13F -18,569 shares

    1.2% of the 13F portfolio, value $12,885,820.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    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 177,125 shares
    Change vs previous 13F -797 shares

    1% of the 13F portfolio, value $13,470,323.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 177,922 shares
    Change vs previous 13F +3,767 shares

    0.88% of the 13F portfolio, value $12,438,544.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 174,155 shares
    Change vs previous 13F +5,069 shares

    0.78% of the 13F portfolio, value $11,549,943.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 169,086 shares
    Change vs previous 13F +174 shares

    0.89% of the 13F portfolio, value $11,962,815.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    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 168,912 shares
    Change vs previous 13F -24,441 shares

    1% of the 13F portfolio, value $12,097,474.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 193,353 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $12,038,130.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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