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Disclosery

RMR Wealth Builders: KO position timeline

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

RMR Wealth Builders held 20,669 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,669 shares
    Change vs previous 13F +1,171 shares

    0.1% of the 13F portfolio, value $1,690,759.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 19,498 shares
    Change vs previous 13F -386 shares

    0.12% of the 13F portfolio, value $1,493,166.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 19,884 shares
    Change vs previous 13F +367 shares

    0.11% of the 13F portfolio, value $1,390,085.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 19,517 shares
    Change vs previous 13F -1,282 shares

    0.11% of the 13F portfolio, value $1,304,318.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 20,799 shares
    Change vs previous 13F +266 shares

    0.13% of the 13F portfolio, value $1,481,952.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 20,533 shares
    Change vs previous 13F +1,213 shares

    0.16% of the 13F portfolio, value $1,481,013.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 19,320 shares
    Change vs previous 13F -17,529 shares

    0.12% of the 13F portfolio, value $1,202,850.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 36,849 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,665,615.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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