Moran Wealth Management, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on KO, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 54,310 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 54,310 sharesChange vs previous 13F +3,856 shares
0.12% of the 13F portfolio, value $4,413,774.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,454 sharesChange vs previous 13F +1,571 shares
0.12% of the 13F portfolio, value $3,837,026.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,883 sharesChange vs previous 13F +1,832 shares
0.1% of the 13F portfolio, value $3,417,410.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,051 sharesChange vs previous 13F -26,196 shares
0.09% of the 13F portfolio, value $3,120,422.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 73,247 sharesChange vs previous 13F +8,693 shares
0.16% of the 13F portfolio, value $5,182,225.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 64,554 sharesChange vs previous 13F +22,704 shares
0.16% of the 13F portfolio, value $4,623,358.
13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41,850 sharesChange vs previous 13F +2,684 shares
0.08% of the 13F portfolio, value $2,605,581.
13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,166 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,814,469.
13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).