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Disclosery

UPTICK PARTNERS, LLC: KO position timeline

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

UPTICK PARTNERS, LLC held 10,340 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,340 shares
    Change vs previous 13F +502 shares

    0.13% of the 13F portfolio, value $840,370.

    13F-HR 0002005353-26-000004 filed by UPTICK PARTNERS, 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 9,838 shares
    Change vs previous 13F -189 shares

    0.15% of the 13F portfolio, value $748,207.

    13F-HR 0001986152-26-000058 filed by UPTICK PARTNERS, 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 10,027 shares
    Change vs previous 13F +2,026 shares

    0.15% of the 13F portfolio, value $700,953.

    13F-HR 0001986152-26-000003 filed by UPTICK PARTNERS, 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 8,001 shares
    Change vs previous 13F +36 shares

    0.14% of the 13F portfolio, value $530,643.

    13F-HR 0001986152-25-000099 filed by UPTICK PARTNERS, 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 7,965 shares
    Change vs previous 13F +2,991 shares

    0.16% of the 13F portfolio, value $563,557.

    13F-HR 0001986152-25-000054 filed by UPTICK PARTNERS, 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 4,974 shares
    Change vs previous 13F -807 shares

    0.12% of the 13F portfolio, value $356,207.

    13F-HR 0001986152-25-000034 filed by UPTICK PARTNERS, 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 5,781 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $359,906.

    13F-HR 0001986152-25-000007 filed by UPTICK PARTNERS, 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 5,705 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $409,941.

    13F-HR 0001986152-24-000053 filed by UPTICK PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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