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Disclosery

Phillips Wealth Planners LLC: KO position timeline

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

Phillips Wealth Planners LLC held 14,508 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,508 shares
    Change vs previous 13F -652 shares

    0.9% of the 13F portfolio, value $1,219,397.

    13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners 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 15,160 shares
    Change vs previous 13F +1,440 shares

    0.9% of the 13F portfolio, value $1,192,486.

    13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners 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 13,720 shares
    Change vs previous 13F +533 shares

    0.79% of the 13F portfolio, value $987,977.

    13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners 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 13,187 shares
    Change vs previous 13F +548 shares

    0.72% of the 13F portfolio, value $871,661.

    13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners 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 12,639 shares
    Change vs previous 13F +1,982 shares

    0.8% of the 13F portfolio, value $887,763.

    13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners 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 10,657 shares
    Change vs previous 13F +6,940 shares

    0.8% of the 13F portfolio, value $761,230.

    13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners 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 3,717 shares
    Change vs previous 13F +315 shares

    0.23% of the 13F portfolio, value $226,997.

    13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners 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 3,402 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $240,079.

    13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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