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Disclosery

Souders Financial Advisors: KO position timeline

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

Souders Financial Advisors held 15,827 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,827 shares
    Change vs previous 13F +2,804 shares

    0.13% of the 13F portfolio, value $1,286,246.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 13,023 shares
    Change vs previous 13F +49 shares

    0.11% of the 13F portfolio, value $990,412.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 12,974 shares
    Change vs previous 13F +486 shares

    0.1% of the 13F portfolio, value $907,024.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 12,488 shares
    Change vs previous 13F -136 shares

    0.1% of the 13F portfolio, value $828,173.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 12,624 shares
    Change vs previous 13F +3,974 shares

    0.11% of the 13F portfolio, value $893,142.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 8,650 shares
    Change vs previous 13F +2,567 shares

    0.09% of the 13F portfolio, value $619,535.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 6,083 shares
    Change vs previous 13F +494 shares

    0.05% of the 13F portfolio, value $378,746.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 5,589 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $401,597.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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