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Disclosery

Marcum Wealth, LLC: KO position timeline

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

Marcum Wealth, LLC held 19,618 KO shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 19,618 shares
    Change vs previous 13F +1,541 shares

    0.12% of the 13F portfolio, value $1,405,045.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 18,077 shares
    Change vs previous 13F +313 shares

    0.1% of the 13F portfolio, value $1,125,478.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 17,764 shares
    Change vs previous 13F -23 shares

    0.12% of the 13F portfolio, value $1,276,498.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 17,787 shares
    Change vs previous 13F -2,068 shares

    0.11% of the 13F portfolio, value $1,132,159.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 19,855 shares
    Change vs previous 13F -480 shares

    0.12% of the 13F portfolio, value $1,214,714.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,335 shares
    Change vs previous 13F -3,704 shares

    0.13% of the 13F portfolio, value $1,198,327.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 24,039 shares
    Change vs previous 13F +1,388 shares

    0.16% of the 13F portfolio, value $1,345,726.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 22,651 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,364,035.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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