Skip to content
Disclosery

TRANSCEND CAPITAL ADVISORS, LLC: KO position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 23,555 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,555 shares
    Change vs previous 13F +2,771 shares

    0.13% of the 13F portfolio, value $1,914,295.

    13F-HR 0001776082-26-000004 filed by TRANSCEND CAPITAL ADVISORS, 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 20,784 shares
    Change vs previous 13F -1,029 shares

    0.13% of the 13F portfolio, value $1,580,624.

    13F-HR 0001776082-26-000003 filed by TRANSCEND CAPITAL ADVISORS, 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 21,813 shares
    Change vs previous 13F -6,966 shares

    0.12% of the 13F portfolio, value $1,524,915.

    13F-HR 0001776082-26-000001 filed by TRANSCEND CAPITAL ADVISORS, 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 28,779 shares
    Change vs previous 13F -233 shares

    0.13% of the 13F portfolio, value $1,908,607.

    13F-HR 0001776082-25-000008 filed by TRANSCEND CAPITAL ADVISORS, 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 29,012 shares
    Change vs previous 13F -3,863 shares

    0.16% of the 13F portfolio, value $2,052,632.

    13F-HR 0001776082-25-000004 filed by TRANSCEND CAPITAL ADVISORS, 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 32,875 shares
    Change vs previous 13F +1,561 shares

    0.17% of the 13F portfolio, value $2,354,491.

    13F-HR 0001776082-25-000002 filed by TRANSCEND CAPITAL ADVISORS, 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 31,314 shares
    Change vs previous 13F -2,181 shares

    0.14% of the 13F portfolio, value $1,949,600.

    13F-HR 0001776082-25-000001 filed by TRANSCEND CAPITAL ADVISORS, 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 33,495 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,407,000.

    13F-HR 0001776082-24-000007 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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