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Disclosery

Successful Portfolios LLC: KO position timeline

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

Successful Portfolios LLC held 13,060 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,060 shares
    Change vs previous 13F -20 shares

    0.52% of the 13F portfolio, value $1,129,454.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,080 shares
    Change vs previous 13F -78 shares

    0.51% of the 13F portfolio, value $1,087,142.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,158 shares
    Change vs previous 13F -3,782 shares

    0.55% of the 13F portfolio, value $1,002,678.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,940 shares
    Change vs previous 13F +27 shares

    0.61% of the 13F portfolio, value $1,194,465.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,913 shares
    Change vs previous 13F -112 shares

    0.65% of the 13F portfolio, value $1,121,686.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,025 shares
    Change vs previous 13F +1 shares

    0.74% of the 13F portfolio, value $1,204,530.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,024 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,219,271.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,024 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,059,925.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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