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Signature Wealth Management Group: KO position timeline

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

Signature Wealth Management Group held 15,482 KO shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 15,482 shares
    Change vs previous 13F -78 shares

    0.45% of the 13F portfolio, value $1,177,406.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 15,560 shares
    Change vs previous 13F -950 shares

    0.44% of the 13F portfolio, value $1,087,800.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 16,510 shares
    Change vs previous 13F -102 shares

    0.42% of the 13F portfolio, value $1,094,943.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,612 shares
    Change vs previous 13F +9 shares

    0.46% of the 13F portfolio, value $1,175,299.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,603 shares
    Change vs previous 13F +419 shares

    0.46% of the 13F portfolio, value $1,189,107.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 16,184 shares
    Change vs previous 13F +787 shares

    0.41% of the 13F portfolio, value $1,007,616.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 15,397 shares
    Change vs previous 13F -234 shares

    0.44% of the 13F portfolio, value $1,106,428.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 15,631 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $994,913.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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