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Disclosery

Sigma Planning Corp: KO position timeline

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

Sigma Planning Corp held 77,949 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,949 shares
    Change vs previous 13F +2,940 shares

    0.16% of the 13F portfolio, value $6,335,401.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 75,009 shares
    Change vs previous 13F -1,236 shares

    0.16% of the 13F portfolio, value $5,704,853.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 76,245 shares
    Change vs previous 13F +872 shares

    0.15% of the 13F portfolio, value $5,330,266.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 75,373 shares
    Change vs previous 13F -3,591 shares

    0.14% of the 13F portfolio, value $4,998,949.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 78,964 shares
    Change vs previous 13F -1,255 shares

    0.17% of the 13F portfolio, value $5,586,896.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 80,219 shares
    Change vs previous 13F +107 shares

    0.18% of the 13F portfolio, value $5,745,430.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 80,112 shares
    Change vs previous 13F -1,263 shares

    0.16% of the 13F portfolio, value $4,987,802.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 81,375 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,847,620.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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