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Soltis Investment Advisors LLC: KO position timeline

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

Soltis Investment Advisors LLC held 128,935 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,935 shares
    Change vs previous 13F +8,319 shares

    0.6% of the 13F portfolio, value $10,478,560.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 120,616 shares
    Change vs previous 13F +5,028 shares

    0.6% of the 13F portfolio, value $9,172,884.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 115,588 shares
    Change vs previous 13F +5,879 shares

    0.53% of the 13F portfolio, value $8,080,742.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 109,709 shares
    Change vs previous 13F +2,856 shares

    0.5% of the 13F portfolio, value $7,275,907.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 106,853 shares
    Change vs previous 13F +5,851 shares

    0.59% of the 13F portfolio, value $7,559,874.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 101,002 shares
    Change vs previous 13F +1,027 shares

    0.65% of the 13F portfolio, value $7,233,783.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 99,975 shares
    Change vs previous 13F +2,409 shares

    0.58% of the 13F portfolio, value $6,224,471.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 97,566 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,011,108.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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