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Disclosery

SteelPeak Wealth, LLC: KO position timeline

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

SteelPeak Wealth, LLC held 143,425 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,425 shares
    Change vs previous 13F -39,519 shares

    0.31% of the 13F portfolio, value $11,716,810.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, 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 182,944 shares
    Change vs previous 13F +93,132 shares

    0.44% of the 13F portfolio, value $14,002,991.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, 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 89,812 shares
    Change vs previous 13F -84,193 shares

    0.21% of the 13F portfolio, value $6,278,738.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, 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 174,005 shares
    Change vs previous 13F +19,110 shares

    0.39% of the 13F portfolio, value $11,624,161.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, 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 154,895 shares
    Change vs previous 13F +58,253 shares

    0.43% of the 13F portfolio, value $11,036,391.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, 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 96,642 shares
    Change vs previous 13F +11,710 shares

    0.3% of the 13F portfolio, value $6,970,632.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, 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 84,932 shares
    Change vs previous 13F -67,680 shares

    0.22% of the 13F portfolio, value $5,287,849.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, 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 152,612 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $11,036,214.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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