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McGlone Suttner Wealth Management, Inc.: KO position timeline

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

McGlone Suttner Wealth Management, Inc. held 19,169 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,169 shares
    Change vs previous 13F +210 shares

    0.19% of the 13F portfolio, value $1,650,084.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,959 shares
    Change vs previous 13F +493 shares

    0.18% of the 13F portfolio, value $1,540,782.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    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 18,466 shares
    Change vs previous 13F +477 shares

    0.19% of the 13F portfolio, value $1,404,340.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    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 17,989 shares
    Change vs previous 13F +614 shares

    0.17% of the 13F portfolio, value $1,257,612.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    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 17,375 shares
    Change vs previous 13F -180 shares

    0.16% of the 13F portfolio, value $1,152,336.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    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 17,555 shares
    Change vs previous 13F +259 shares

    0.19% of the 13F portfolio, value $1,241,992.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    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 17,296 shares
    Change vs previous 13F +704 shares

    0.2% of the 13F portfolio, value $1,238,743.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    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 16,592 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,033,047.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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