Tripletail Wealth Management, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tripletail Wealth Management, LLC on KO, newest first. How the timeline and the estimate are built.
Tripletail Wealth Management, LLC held 3,801 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,801 sharesChange vs previous 13F 0 shares
0.37% of the 13F portfolio, value $319,816.
13F-HR 0002079812-26-000003 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,801 sharesChange vs previous 13F 0 shares
0.4% of the 13F portfolio, value $291,613.
13F-HR 0002079812-26-000002 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,801 sharesChange vs previous 13F -75 shares
0.34% of the 13F portfolio, value $265,728.
13F-HR 0002079812-26-000001 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,876 sharesChange vs previous 13F +385 shares
0.3% of the 13F portfolio, value $255,545.
13F-HR 0002079812-25-000002 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,491 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $245,697.
13F-HR 0001667731-25-001116 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).