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Tempus Wealth Planning, LLC: KO position timeline

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

Tempus Wealth Planning, LLC held 4,705 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,705 shares
    Change vs previous 13F -269 shares

    0.07% of the 13F portfolio, value $382,350.

    13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, 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 4,974 shares
    Change vs previous 13F -1,452 shares

    0.09% of the 13F portfolio, value $378,284.

    13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, 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 6,426 shares
    Change vs previous 13F +239 shares

    0.1% of the 13F portfolio, value $449,258.

    13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, 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 6,187 shares
    Change vs previous 13F +1,415 shares

    0.09% of the 13F portfolio, value $410,314.

    13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, 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 4,772 shares
    Change vs previous 13F +24 shares

    0.08% of the 13F portfolio, value $337,618.

    13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, 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 4,748 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $340,058.

    13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, 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 4,768 shares
    Change vs previous 13F +958 shares

    0.09% of the 13F portfolio, value $296,839.

    13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, 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 3,810 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $273,793.

    13F-HR 0001085146-24-005048 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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