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SHEETS SMITH WEALTH MANAGEMENT: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on KO, newest first. How the timeline and the estimate are built.

SHEETS SMITH WEALTH MANAGEMENT held 317,791 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,791 shares
    Change vs previous 13F -13,098 shares

    2.58% of the 13F portfolio, value $25,826,861.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 330,889 shares
    Change vs previous 13F +129 shares

    2.83% of the 13F portfolio, value $25,164,096.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 330,760 shares
    Change vs previous 13F +265 shares

    2.54% of the 13F portfolio, value $23,123,420.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 330,495 shares
    Change vs previous 13F -134 shares

    2.48% of the 13F portfolio, value $21,918,412.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 330,629 shares
    Change vs previous 13F +1 shares

    2.74% of the 13F portfolio, value $23,391,985.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 330,628 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $23,679,562.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 330,628 shares
    Change vs previous 13F +102 shares

    2.51% of the 13F portfolio, value $20,584,886.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 330,526 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $23,751,586.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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