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St. Louis Financial Planners Asset Management, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of St. Louis Financial Planners Asset Management, LLC on KO, newest first. How the timeline and the estimate are built.

St. Louis Financial Planners Asset Management, LLC held 54,302 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,302 shares
    Change vs previous 13F +1,658 shares

    2.44% of the 13F portfolio, value $4,568,991.

    13F-HR 0001214659-26-008274 filed by St. Louis Financial Planners Asset Management, 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 52,644 shares
    Change vs previous 13F +41,734 shares

    2.27% of the 13F portfolio, value $4,003,639.

    13F-HR 0001214659-26-004383 filed by St. Louis Financial Planners Asset Management, 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 10,910 shares
    Change vs previous 13F +10,910 shares

    0.47% of the 13F portfolio, value $762,760.

    13F-HR 0001214659-26-000216 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -32,495 shares

    13F-HR 0001214659-25-005554 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 32,495 shares
    Change vs previous 13F +62 shares

    1.46% of the 13F portfolio, value $2,023,184.

    13F-HR 0001214659-25-000553 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 32,433 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,275,825.

    13F-HR 0001214659-24-017297 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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