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Modera Wealth Management, LLC: KO position timeline

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

Modera Wealth Management, LLC held 176,563 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,563 shares
    Change vs previous 13F -3,589 shares

    0.15% of the 13F portfolio, value $14,349,269.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 180,152 shares
    Change vs previous 13F +4,859 shares

    0.16% of the 13F portfolio, value $13,700,538.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 175,293 shares
    Change vs previous 13F -3,520 shares

    0.14% of the 13F portfolio, value $12,254,753.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 178,813 shares
    Change vs previous 13F +1,609 shares

    0.14% of the 13F portfolio, value $11,858,910.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 177,204 shares
    Change vs previous 13F -1,038 shares

    0.16% of the 13F portfolio, value $12,537,160.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 178,242 shares
    Change vs previous 13F -6,894 shares

    0.17% of the 13F portfolio, value $12,765,719.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 185,136 shares
    Change vs previous 13F -317 shares

    0.14% of the 13F portfolio, value $11,526,560.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 185,453 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,326,627.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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