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Disclosery

NewEdge Wealth, LLC: KO position timeline

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

NewEdge Wealth, LLC held 483,648 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 483,648 shares
    Change vs previous 13F +6,763 shares

    0.4% of the 13F portfolio, value $39,306,055.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 476,885 shares
    Change vs previous 13F +27,266 shares

    0.43% of the 13F portfolio, value $36,267,112.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 449,619 shares
    Change vs previous 13F +79,158 shares

    0.36% of the 13F portfolio, value $31,432,863.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 370,461 shares
    Change vs previous 13F +8,306 shares

    0.36% of the 13F portfolio, value $25,380,295.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 362,155 shares
    Change vs previous 13F +72,458 shares

    0.4% of the 13F portfolio, value $25,506,578.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 289,697 shares
    Change vs previous 13F +17,668 shares

    0.38% of the 13F portfolio, value $20,748,112.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 272,029 shares
    Change vs previous 13F +25,588 shares

    0.29% of the 13F portfolio, value $16,936,539.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 246,441 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $17,709,267.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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