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Rooted Wealth Advisors, Inc.: KO position timeline

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

Rooted Wealth Advisors, Inc. held 6,022 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,022 shares
    Change vs previous 13F +580 shares

    0.12% of the 13F portfolio, value $489,412.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 5,442 shares
    Change vs previous 13F +163 shares

    0.11% of the 13F portfolio, value $410,766.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 5,279 shares
    Change vs previous 13F +255 shares

    0.11% of the 13F portfolio, value $408,321.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 5,024 shares
    Change vs previous 13F +468 shares

    0.1% of the 13F portfolio, value $334,826.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 4,556 shares
    Change vs previous 13F +904 shares

    0.11% of the 13F portfolio, value $318,336.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 3,652 shares
    Change vs previous 13F +108 shares

    0.11% of the 13F portfolio, value $255,366.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 3,544 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $216,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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