Skip to content
Disclosery

PDS Planning, Inc: KO position timeline

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

PDS Planning, Inc held 66,367 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,367 shares
    Change vs previous 13F +292 shares

    0.31% of the 13F portfolio, value $5,393,620.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 66,075 shares
    Change vs previous 13F +1,521 shares

    0.33% of the 13F portfolio, value $5,025,000.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 64,554 shares
    Change vs previous 13F -66 shares

    0.3% of the 13F portfolio, value $4,512,991.

    13F-HR 0000838618-26-000001 filed by PDS Planning, 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 64,620 shares
    Change vs previous 13F +29 shares

    0.3% of the 13F portfolio, value $4,285,615.

    13F-HR 0000838618-25-000008 filed by PDS Planning, 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 64,591 shares
    Change vs previous 13F +4,758 shares

    0.34% of the 13F portfolio, value $4,569,797.

    13F-HR 0000838618-25-000006 filed by PDS Planning, 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 59,833 shares
    Change vs previous 13F +1,785 shares

    0.36% of the 13F portfolio, value $4,285,260.

    13F-HR 0000838618-25-000005 filed by PDS Planning, 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 58,048 shares
    Change vs previous 13F -1,405 shares

    0.32% of the 13F portfolio, value $3,614,087.

    13F-HR 0000838618-25-000001 filed by PDS Planning, 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 59,453 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,272,325.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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