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Disclosery

Principle Wealth Partners LLC: KO position timeline

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

Principle Wealth Partners LLC held 109,604 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 109,604 shares
    Change vs previous 13F +1,564 shares

    0.44% of the 13F portfolio, value $8,907,523.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 108,040 shares
    Change vs previous 13F +271 shares

    0.47% of the 13F portfolio, value $8,216,472.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 107,769 shares
    Change vs previous 13F +22,944 shares

    0.42% of the 13F portfolio, value $7,534,098.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 84,825 shares
    Change vs previous 13F +1,054 shares

    0.33% of the 13F portfolio, value $5,625,580.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 83,771 shares
    Change vs previous 13F -350 shares

    0.37% of the 13F portfolio, value $5,926,766.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 84,121 shares
    Change vs previous 13F -865 shares

    0.43% of the 13F portfolio, value $6,024,763.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 84,986 shares
    Change vs previous 13F -1,077 shares

    0.37% of the 13F portfolio, value $5,291,243.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 86,063 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,184,465.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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