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Visionary Wealth Advisors: KO position timeline

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

Visionary Wealth Advisors held 100,644 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,644 shares
    Change vs previous 13F -273 shares

    0.32% of the 13F portfolio, value $8,179,322.

    13F-HR 0001802984-26-000005 filed by Visionary 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 100,917 shares
    Change vs previous 13F -585 shares

    0.34% of the 13F portfolio, value $7,674,724.

    13F-HR 0001802984-26-000004 filed by Visionary 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 101,502 shares
    Change vs previous 13F +633 shares

    0.32% of the 13F portfolio, value $7,095,978.

    13F-HR 0001802984-26-000001 filed by Visionary 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 100,869 shares
    Change vs previous 13F -180 shares

    0.31% of the 13F portfolio, value $6,689,624.

    13F-HR 0001802984-25-000008 filed by Visionary 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 101,049 shares
    Change vs previous 13F +1,492 shares

    0.37% of the 13F portfolio, value $7,149,199.

    13F-HR 0001802984-25-000006 filed by Visionary 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 99,557 shares
    Change vs previous 13F -8,131 shares

    0.43% of the 13F portfolio, value $7,130,247.

    13F-HR 0001802984-25-000005 filed by Visionary 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 107,688 shares
    Change vs previous 13F +6,083 shares

    0.39% of the 13F portfolio, value $6,704,632.

    13F-HR 0001802984-25-000002 filed by Visionary 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 101,605 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,301,351.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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