Plante Moran Financial Advisors, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plante Moran Financial Advisors, LLC on KO, newest first. How the timeline and the estimate are built.
Plante Moran Financial Advisors, LLC held 757 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 757 sharesChange vs previous 13F -463 shares
<0.01% of the 13F portfolio, value $61,493.
13F-HR 0001424717-26-000009 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,220 sharesChange vs previous 13F +282 shares
0.01% of the 13F portfolio, value $92,804.
13F-HR 0001424717-26-000005 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 938 sharesChange vs previous 13F -635 shares
<0.01% of the 13F portfolio, value $65,551.
13F-HR 0001424717-26-000003 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,573 sharesChange vs previous 13F -1,011 shares
0.01% of the 13F portfolio, value $104,298.
13F-HR 0001424717-25-000013 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,584 sharesChange vs previous 13F -3,070 shares
0.01% of the 13F portfolio, value $182,793.
13F-HR 0001424717-25-000008 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,654 sharesChange vs previous 13F +1,036 shares
0.03% of the 13F portfolio, value $404,914.
13F-HR 0001424717-25-000006 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,618 sharesChange vs previous 13F -157 shares
0.02% of the 13F portfolio, value $287,517.
13F-HR 0001424717-25-000003 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,775 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $343,132.
13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).