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Disclosery

ProVise Management Group, LLC: KO position timeline

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

ProVise Management Group, LLC held 90,824 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,824 shares
    Change vs previous 13F +982 shares

    0.49% of the 13F portfolio, value $7,381,244.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 89,842 shares
    Change vs previous 13F +90 shares

    0.49% of the 13F portfolio, value $6,832,484.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 89,752 shares
    Change vs previous 13F +2,128 shares

    0.45% of the 13F portfolio, value $6,274,562.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 87,624 shares
    Change vs previous 13F +598 shares

    0.43% of the 13F portfolio, value $5,811,226.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 87,026 shares
    Change vs previous 13F +263 shares

    0.49% of the 13F portfolio, value $6,157,066.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 86,763 shares
    Change vs previous 13F -52 shares

    0.53% of the 13F portfolio, value $6,213,988.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 86,815 shares
    Change vs previous 13F -6,991 shares

    0.46% of the 13F portfolio, value $5,405,121.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 93,806 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,740,876.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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