PRECEDENT WEALTH PARTNERS, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on KO, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 30,113 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 30,113 sharesChange vs previous 13F +6,631 shares
0.41% of the 13F portfolio, value $2,447,256.
13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, 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 23,482 sharesChange vs previous 13F +1,948 shares
0.36% of the 13F portfolio, value $1,785,866.
13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, 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 21,534 sharesChange vs previous 13F +2,944 shares
0.32% of the 13F portfolio, value $1,505,428.
13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, 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 18,590 sharesChange vs previous 13F +1,862 shares
0.27% of the 13F portfolio, value $1,232,883.
13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, 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 16,728 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $1,183,506.
13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).