Skip to content
Disclosery

U.S. Capital Wealth Advisors, LLC: KO position timeline

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

U.S. Capital Wealth Advisors, LLC held 227,838 KO shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 227,838 shares
    Change vs previous 13F +7,084 shares

    0.44% of the 13F portfolio, value $17,327,116.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth 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 ended2025-12-31
    13F 220,754 shares
    Change vs previous 13F +10,802 shares

    0.4% of the 13F portfolio, value $15,432,899.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth 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 ended2025-09-30
    13F 209,952 shares
    Change vs previous 13F +2,077 shares

    0.37% of the 13F portfolio, value $13,924,048.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth 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 ended2025-06-30
    13F 207,875 shares
    Change vs previous 13F +11,418 shares

    0.43% of the 13F portfolio, value $14,707,157.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth 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 ended2025-03-31
    13F 196,457 shares
    Change vs previous 13F +11,476 shares

    0.43% of the 13F portfolio, value $14,070,262.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth 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 ended2024-12-31
    13F 184,981 shares
    Change vs previous 13F +9,492 shares

    0.36% of the 13F portfolio, value $11,516,897.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth 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 ended2024-09-30
    13F 175,489 shares
    Change vs previous 13F -10,860 shares

    0.44% of the 13F portfolio, value $12,610,650.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth 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 ended2024-06-30
    13F 186,349 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $11,861,141.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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