Skip to content
Disclosery

Plancorp, LLC: KO position timeline

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

Plancorp, LLC held 17,005 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,005 shares
    Change vs previous 13F -566 shares

    0.03% of the 13F portfolio, value $1,432,630.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 17,571 shares
    Change vs previous 13F +1,846 shares

    0.04% of the 13F portfolio, value $1,361,259.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 15,725 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $1,099,366.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 15,597 shares
    Change vs previous 13F -2,182 shares

    0.03% of the 13F portfolio, value $1,034,422.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 17,779 shares
    Change vs previous 13F +1,315 shares

    0.04% of the 13F portfolio, value $1,257,853.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 16,464 shares
    Change vs previous 13F +3,416 shares

    0.05% of the 13F portfolio, value $1,179,139.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 13,048 shares
    Change vs previous 13F +1,140 shares

    0.03% of the 13F portfolio, value $812,358.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 11,908 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $855,710.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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