LPL Financial LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on KO, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 6,173,804 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 6,173,804 sharesChange vs previous 13F +134,211 shares
0.11% of the 13F portfolio, value $501,745,017.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,039,593 sharesChange vs previous 13F +109,151 shares
0.12% of the 13F portfolio, value $459,311,026.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,930,442 sharesChange vs previous 13F +160,883 shares
0.11% of the 13F portfolio, value $414,597,159.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,769,559 sharesChange vs previous 13F +623,668 shares
0.11% of the 13F portfolio, value $382,637,137.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,145,891 sharesChange vs previous 13F +229,813 shares
0.12% of the 13F portfolio, value $364,071,798.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,916,078 sharesChange vs previous 13F +575,499 shares
0.14% of the 13F portfolio, value $352,089,503.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,340,579 sharesChange vs previous 13F +191,712 shares
0.11% of the 13F portfolio, value $270,244,380.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,148,867 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $298,137,570.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).