Skip to content
Disclosery

Patriot Financial Group Insurance Agency, LLC: KO position timeline

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

Patriot Financial Group Insurance Agency, LLC held 23,136 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,136 shares
    Change vs previous 13F -4,474 shares

    0.19% of the 13F portfolio, value $1,991,554.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,610 shares
    Change vs previous 13F -13,482 shares

    0.23% of the 13F portfolio, value $2,243,542.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 41,092 shares
    Change vs previous 13F +21,449 shares

    0.18% of the 13F portfolio, value $3,125,096.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,643 shares
    Change vs previous 13F -7,209 shares

    0.16% of the 13F portfolio, value $1,373,242.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,852 shares
    Change vs previous 13F +9,720 shares

    0.23% of the 13F portfolio, value $1,780,858.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,132 shares
    Change vs previous 13F +1,682 shares

    0.14% of the 13F portfolio, value $1,212,117.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,450 shares
    Change vs previous 13F -424 shares

    0.15% of the 13F portfolio, value $1,106,497.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,874 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $988,307.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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