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Smart Money Group LLC: KO position timeline

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

Smart Money Group LLC held 17,691 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,691 shares
    Change vs previous 13F +479 shares

    0.37% of the 13F portfolio, value $1,437,788.

    13F-HR 0001728866-26-000005 filed by Smart Money 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 17,212 shares
    Change vs previous 13F +1,534 shares

    0.38% of the 13F portfolio, value $1,308,979.

    13F-HR 0001728866-26-000004 filed by Smart Money 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 15,678 shares
    Change vs previous 13F +115 shares

    0.32% of the 13F portfolio, value $1,096,032.

    13F-HR 0001728866-26-000001 filed by Smart Money 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 15,563 shares
    Change vs previous 13F +682 shares

    0.31% of the 13F portfolio, value $1,032,149.

    13F-HR 0001728866-25-000004 filed by Smart Money 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 14,881 shares
    Change vs previous 13F +1,403 shares

    0.33% of the 13F portfolio, value $1,052,857.

    13F-HR 0001765380-25-000302 filed by Smart Money 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/A 13,478 shares
    Change vs previous 13F +2,419 shares

    0.33% of the 13F portfolio, value $965,300.

    13F-HR/A 0001765380-25-000217 filed by Smart Money 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 11,059 shares
    Change vs previous 13F +1,071 shares

    0.24% of the 13F portfolio, value $688,539.

    13F-HR 0001728866-25-000001 filed by Smart Money 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 9,988 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $652,326.

    13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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