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Disclosery

TRUE Private Wealth Advisors: KO position timeline

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

TRUE Private Wealth Advisors held 4,476 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,476 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $363,736.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 4,490 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $341,504.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 4,616 shares
    Change vs previous 13F -5,024 shares

    0.03% of the 13F portfolio, value $322,671.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 9,640 shares
    Change vs previous 13F +2,060 shares

    0.07% of the 13F portfolio, value $639,370.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 7,580 shares
    Change vs previous 13F +3,075 shares

    0.06% of the 13F portfolio, value $536,278.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 4,505 shares
    Change vs previous 13F -12,793 shares

    0.04% of the 13F portfolio, value $322,665.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 17,298 shares
    Change vs previous 13F +12,523 shares

    0.13% of the 13F portfolio, value $1,077,016.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 4,775 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $343,202.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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