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Pinion Investment Advisors, LLC: KO position timeline

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

Pinion Investment Advisors, LLC held 5,191 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,191 shares
    Change vs previous 13F +334 shares

    0.08% of the 13F portfolio, value $421,873.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 4,857 shares
    Change vs previous 13F +984 shares

    0.09% of the 13F portfolio, value $369,375.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, 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 3,873 shares
    Change vs previous 13F -95 shares

    0.07% of the 13F portfolio, value $270,778.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, 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 3,968 shares
    Change vs previous 13F +246 shares

    0.08% of the 13F portfolio, value $276,609.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, 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 3,722 shares
    Change vs previous 13F -35 shares

    0.09% of the 13F portfolio, value $263,332.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, 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 3,757 shares
    Change vs previous 13F -350 shares

    0.06% of the 13F portfolio, value $269,077.

    13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, 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 4,107 shares
    Change vs previous 13F -240 shares

    0.1% of the 13F portfolio, value $255,702.

    13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, 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 4,347 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $312,376.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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