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Disclosery

Sargent Investment Group, LLC: KO position timeline

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

Sargent Investment Group, LLC held 53,743 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,743 shares
    Change vs previous 13F +123 shares

    0.53% of the 13F portfolio, value $4,367,694.

    13F-HR 0001765380-26-000337 filed by Sargent Investment 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 53,620 shares
    Change vs previous 13F +1,330 shares

    0.54% of the 13F portfolio, value $4,077,801.

    13F-HR 0001765380-26-000194 filed by Sargent Investment 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 52,290 shares
    Change vs previous 13F +80 shares

    0.46% of the 13F portfolio, value $3,655,594.

    13F-HR 0001766157-26-000001 filed by Sargent Investment 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 52,210 shares
    Change vs previous 13F +55 shares

    0.49% of the 13F portfolio, value $3,462,567.

    13F-HR 0001766157-25-000005 filed by Sargent Investment 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 52,155 shares
    Change vs previous 13F +130 shares

    0.49% of the 13F portfolio, value $3,625,294.

    13F-HR 0001765380-25-000374 filed by Sargent Investment 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 52,025 shares
    Change vs previous 13F +48,367 shares

    0.6% of the 13F portfolio, value $3,726,031.

    13F-HR 0001951757-25-000503 filed by Sargent Investment 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 3,658 shares
    Change vs previous 13F +243 shares

    0.04% of the 13F portfolio, value $225,516.

    13F-HR 0001951757-25-000136 filed by Sargent Investment 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 3,415 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $245,402.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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