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Disclosery

LVW Advisors, LLC: KO position timeline

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

LVW Advisors, LLC held 24,203 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,203 shares
    Change vs previous 13F +1,059 shares

    0.17% of the 13F portfolio, value $1,966,978.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, 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 23,144 shares
    Change vs previous 13F -3,133 shares

    0.17% of the 13F portfolio, value $1,760,102.

    13F-HR 0001576053-26-000002 filed by LVW Advisors, 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 26,277 shares
    Change vs previous 13F -3,540 shares

    0.19% of the 13F portfolio, value $1,837,026.

    13F-HR 0001576053-26-000001 filed by LVW Advisors, 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 29,817 shares
    Change vs previous 13F -5,187 shares

    0.2% of the 13F portfolio, value $1,977,464.

    13F-HR 0001576053-25-000003 filed by LVW Advisors, 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 35,004 shares
    Change vs previous 13F +3,679 shares

    0.28% of the 13F portfolio, value $2,476,533.

    13F-HR 0001085146-25-003901 filed by LVW Advisors, 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 31,325 shares
    Change vs previous 13F +2,025 shares

    0.27% of the 13F portfolio, value $2,243,497.

    13F-HR 0001085146-25-001955 filed by LVW Advisors, 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 29,300 shares
    Change vs previous 13F -1,464 shares

    0.22% of the 13F portfolio, value $1,824,218.

    13F-HR 0001085146-25-000247 filed by LVW Advisors, 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 30,764 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,210,702.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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