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Disclosery

PRIVATE CLIENT SERVICES, LLC: KO position timeline

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

PRIVATE CLIENT SERVICES, LLC held 4,734 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,734 shares
    Change vs previous 13F +1,164 shares

    0.11% of the 13F portfolio, value $407,500.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,570 shares
    Change vs previous 13F +170 shares

    0.08% of the 13F portfolio, value $290,122.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,400 shares
    Change vs previous 13F +258 shares

    0.08% of the 13F portfolio, value $258,562.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,142 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $219,636.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,195 shares
    Change vs previous 13F -443 shares

    0.07% of the 13F portfolio, value $211,869.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,638 shares
    Change vs previous 13F +686 shares

    0.1% of the 13F portfolio, value $257,361.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,952 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $211,447.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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