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Disclosery

Smith Salley Wealth Management: KO position timeline

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

Smith Salley Wealth Management held 91,728 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,728 shares
    Change vs previous 13F +2,933 shares

    0.32% of the 13F portfolio, value $7,454,747.

    13F-HR 0001062993-26-003799 filed by Smith Salley 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 88,795 shares
    Change vs previous 13F +5,521 shares

    0.34% of the 13F portfolio, value $6,752,868.

    13F-HR 0001062993-26-002022 filed by Smith Salley 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 83,274 shares
    Change vs previous 13F +5,027 shares

    0.29% of the 13F portfolio, value $5,821,660.

    13F-HR 0001062993-26-000437 filed by Smith Salley 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 78,247 shares
    Change vs previous 13F +12,723 shares

    0.27% of the 13F portfolio, value $5,189,309.

    13F-HR 0001062993-25-016209 filed by Smith Salley 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 65,524 shares
    Change vs previous 13F +4,285 shares

    0.27% of the 13F portfolio, value $4,635,838.

    13F-HR 0001062993-25-012934 filed by Smith Salley 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 61,239 shares
    Change vs previous 13F +1,104 shares

    0.29% of the 13F portfolio, value $4,385,933.

    13F-HR 0001062993-25-007992 filed by Smith Salley 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 60,135 shares
    Change vs previous 13F +202 shares

    0.24% of the 13F portfolio, value $3,744,006.

    13F-HR 0001062993-25-000804 filed by Smith Salley 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 59,933 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,306,794.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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