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MISSION WEALTH MANAGEMENT, LP: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on KO, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 92,075 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,075 shares
    Change vs previous 13F +51,797 shares

    0.09% of the 13F portfolio, value $7,482,981.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 40,278 shares
    Change vs previous 13F -2,148 shares

    0.06% of the 13F portfolio, value $3,063,177.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 42,426 shares
    Change vs previous 13F +747 shares

    0.06% of the 13F portfolio, value $2,965,982.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 41,679 shares
    Change vs previous 13F -126 shares

    0.06% of the 13F portfolio, value $2,764,128.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 41,805 shares
    Change vs previous 13F +669 shares

    0.06% of the 13F portfolio, value $2,957,671.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 41,136 shares
    Change vs previous 13F +3,757 shares

    0.07% of the 13F portfolio, value $2,946,142.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 37,379 shares
    Change vs previous 13F +241 shares

    0.06% of the 13F portfolio, value $2,327,224.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 37,138 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,668,707.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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