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Northern Financial Advisors Inc: KO position timeline

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

Northern Financial Advisors Inc held 25,208 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,208 shares
    Change vs previous 13F -139 shares

    1.36% of the 13F portfolio, value $2,048,633.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors Inc
    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 25,347 shares
    Change vs previous 13F +10,853 shares

    1.41% of the 13F portfolio, value $1,927,622.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors Inc
    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 14,494 shares
    Change vs previous 13F -10,437 shares

    1.16% of the 13F portfolio, value $1,013,282.

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors Inc
    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 24,931 shares
    Change vs previous 13F +3,009 shares

    0.87% of the 13F portfolio, value $1,653,418.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors Inc
    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 21,922 shares
    Change vs previous 13F +89 shares

    1.16% of the 13F portfolio, value $1,551,004.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors Inc
    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 21,833 shares
    Change vs previous 13F +2,430 shares

    1.29% of the 13F portfolio, value $1,563,680.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors Inc
    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 19,403 shares
    Change vs previous 13F +98 shares

    0.97% of the 13F portfolio, value $1,208,032.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    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 19,305 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,387,257.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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