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Disclosery

Nicholas Wealth, LLC.: KO position timeline

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

Nicholas Wealth, LLC. held 18,467 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,467 shares
    Change vs previous 13F +610 shares

    0.82% of the 13F portfolio, value $1,500,780.

    13F-HR 0001911391-26-000009 filed by Nicholas 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 17,857 shares
    Change vs previous 13F +1,254 shares

    0.94% of the 13F portfolio, value $1,358,038.

    13F-HR 0001911391-26-000007 filed by Nicholas 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/A 16,603 shares
    Change vs previous 13F -12,237 shares

    0.78% of the 13F portfolio, value $1,160,735.

    13F-HR/A 0001911391-26-000003 filed by Nicholas 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/A 28,840 shares
    Change vs previous 13F +5,302 shares

    1.4% of the 13F portfolio, value $1,912,680.

    13F-HR/A 0001911391-26-000004 filed by Nicholas 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/A 23,538 shares
    Change vs previous 13F +2,548 shares

    1.46% of the 13F portfolio, value $1,665,313.

    13F-HR/A 0001911391-26-000005 filed by Nicholas 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/A 20,990 shares
    Change vs previous 13F -13,136 shares

    1.57% of the 13F portfolio, value $1,503,280.

    13F-HR/A 0001911391-26-000006 filed by Nicholas 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 34,126 shares
    Change vs previous 13F +6,071 shares

    1.14% of the 13F portfolio, value $2,103,838.

    13F-HR 0001911391-25-000001 filed by Nicholas 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 28,055 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,016,049.

    13F-HR 0001911391-24-000005 filed by Nicholas Wealth, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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