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
- period ended2026-06-3013F 118,583 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 118,544 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 120,575 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 121,631 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 123,186 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 121,642 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 116,157 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 110,903 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).