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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

  1. period ended2026-06-30
    13F 54,310 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 50,454 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 48,883 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 47,051 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 73,247 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 64,554 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 41,850 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 39,166 shares
    Change 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), ingested

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