Skip to content
Disclosery

Monterey Private Wealth, Inc.: KO position timeline

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

Monterey Private Wealth, Inc. held 3,043 KO shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,043 shares
    Change vs previous 13F -939 shares

    0.06% of the 13F portfolio, value $217,935.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    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 3,982 shares
    Change vs previous 13F +629 shares

    0.08% of the 13F portfolio, value $247,949.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    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 3,353 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $240,914.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    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 3,347 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $213,068.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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