Savvy Advisors, Inc.: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on KO, newest first. How the timeline and the estimate are built.
Savvy Advisors, Inc. held 78,055 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 78,055 sharesChange vs previous 13F +18,887 shares
0.14% of the 13F portfolio, value $6,343,521.
13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,168 sharesChange vs previous 13F +11,385 shares
0.12% of the 13F portfolio, value $4,499,742.
13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,783 sharesChange vs previous 13F +10,902 shares
0.11% of the 13F portfolio, value $3,340,502.
13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,881 sharesChange vs previous 13F +408 shares
0.11% of the 13F portfolio, value $2,445,922.
13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,473 sharesChange vs previous 13F +4,379 shares
0.17% of the 13F portfolio, value $2,580,451.
13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,094 sharesChange vs previous 13F -216 shares
0.23% of the 13F portfolio, value $2,298,548.
13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,310 sharesChange vs previous 13F +5,942 shares
0.24% of the 13F portfolio, value $2,011,590.
13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,368 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $1,894,771.
13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).