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Parcion Private Wealth LLC: KO position timeline

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

Parcion Private Wealth LLC held 118,583 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,583 shares
    Change vs previous 13F +39 shares

    0.54% of the 13F portfolio, value $9,637,217.

    13F-HR 0001801263-26-000004 filed by Parcion Private 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 118,544 shares
    Change vs previous 13F -2,031 shares

    0.56% of the 13F portfolio, value $9,015,309.

    13F-HR 0001801263-26-000003 filed by Parcion Private 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 120,575 shares
    Change vs previous 13F -1,056 shares

    0.51% of the 13F portfolio, value $8,429,433.

    13F-HR 0001801263-26-000001 filed by Parcion Private 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 121,631 shares
    Change vs previous 13F -1,555 shares

    0.5% of the 13F portfolio, value $8,066,551.

    13F-HR 0001801263-25-000008 filed by Parcion Private 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 123,186 shares
    Change vs previous 13F +1,544 shares

    0.62% of the 13F portfolio, value $8,715,424.

    13F-HR 0001801263-25-000007 filed by Parcion Private 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 121,642 shares
    Change vs previous 13F +5,485 shares

    0.71% of the 13F portfolio, value $8,712,002.

    13F-HR 0001801263-25-000005 filed by Parcion Private 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 116,157 shares
    Change vs previous 13F +5,254 shares

    0.55% of the 13F portfolio, value $7,231,937.

    13F-HR 0001801263-25-000003 filed by Parcion Private 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 110,903 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $7,969,520.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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