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Disclosery

Trajan Wealth LLC: KO position timeline

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

Trajan Wealth LLC held 104,617 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 104,617 shares
    Change vs previous 13F +22,774 shares

    0.32% of the 13F portfolio, value $8,502,245.

    13F-HR 0001934415-26-000005 filed by Trajan 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 81,843 shares
    Change vs previous 13F +4,820 shares

    0.25% of the 13F portfolio, value $6,224,123.

    13F-HR 0001934415-26-000004 filed by Trajan 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 77,023 shares
    Change vs previous 13F +1,766 shares

    0.22% of the 13F portfolio, value $5,384,706.

    13F-HR 0001934415-26-000001 filed by Trajan 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 75,257 shares
    Change vs previous 13F +1,482 shares

    0.22% of the 13F portfolio, value $4,991,009.

    13F-HR 0001934415-25-000005 filed by Trajan 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 73,775 shares
    Change vs previous 13F +170 shares

    0.26% of the 13F portfolio, value $5,219,581.

    13F-HR 0001934415-25-000004 filed by Trajan 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 73,605 shares
    Change vs previous 13F +64,200 shares

    0.29% of the 13F portfolio, value $5,271,590.

    13F-HR 0001085146-25-002998 filed by Trajan 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 9,405 shares
    Change vs previous 13F +5,880 shares

    0.03% of the 13F portfolio, value $585,555.

    13F-HR 0001934415-25-000002 filed by Trajan 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 3,525 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,307.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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