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Disclosery

Proactive Wealth Strategies LLC: KO position timeline

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

Proactive Wealth Strategies LLC held 112,373 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,373 shares
    Change vs previous 13F +5,165 shares

    1.47% of the 13F portfolio, value $9,132,520.

    13F-HR 0002043129-26-000003 filed by Proactive Wealth Strategies 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 107,208 shares
    Change vs previous 13F +58,625 shares

    1.53% of the 13F portfolio, value $8,152,784.

    13F-HR 0002043129-26-000002 filed by Proactive Wealth Strategies 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 48,583 shares
    Change vs previous 13F +7,191 shares

    1.35% of the 13F portfolio, value $3,396,462.

    13F-HR 0002043129-26-000001 filed by Proactive Wealth Strategies 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 41,392 shares
    Change vs previous 13F +2,495 shares

    1.18% of the 13F portfolio, value $2,745,109.

    13F-HR 0002043129-25-000006 filed by Proactive Wealth Strategies 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 38,897 shares
    Change vs previous 13F +5,692 shares

    1.3% of the 13F portfolio, value $2,752,000.

    13F-HR 0002043129-25-000004 filed by Proactive Wealth Strategies 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 33,205 shares
    Change vs previous 13F +974 shares

    1.27% of the 13F portfolio, value $2,378,000.

    13F-HR 0002043129-25-000003 filed by Proactive Wealth Strategies 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 32,231 shares
    Change vs previous 13F +745 shares

    1.05% of the 13F portfolio, value $2,007,000.

    13F-HR 0002043129-25-000001 filed by Proactive Wealth Strategies 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 31,486 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,263,000.

    13F-HR 0002043129-24-000001 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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