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Steward Partners Investment Advisory, LLC: KO position timeline

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

Steward Partners Investment Advisory, LLC held 444,029 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 444,029 shares
    Change vs previous 13F +7,208 shares

    0.18% of the 13F portfolio, value $36,086,239.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 436,821 shares
    Change vs previous 13F +2,118 shares

    0.17% of the 13F portfolio, value $33,220,160.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 434,703 shares
    Change vs previous 13F +15,590 shares

    0.17% of the 13F portfolio, value $30,390,077.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 419,113 shares
    Change vs previous 13F +5,035 shares

    0.16% of the 13F portfolio, value $27,795,590.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 414,078 shares
    Change vs previous 13F -1,924 shares

    0.23% of the 13F portfolio, value $29,295,997.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 416,002 shares
    Change vs previous 13F -15,563 shares

    0.26% of the 13F portfolio, value $29,794,086.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 431,565 shares
    Change vs previous 13F +18,877 shares

    0.24% of the 13F portfolio, value $26,869,228.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 412,688 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $29,655,734.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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