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Disclosery

Waverly Advisors, LLC: KO position timeline

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

Waverly Advisors, LLC held 605,906 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 605,906 shares
    Change vs previous 13F -9,169 shares

    0.29% of the 13F portfolio, value $49,241,959.

    13F-HR 0001398344-26-014582 filed by Waverly 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 ended2026-03-31
    13F 615,075 shares
    Change vs previous 13F +11,532 shares

    0.35% of the 13F portfolio, value $46,776,479.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 603,543 shares
    Change vs previous 13F +110,398 shares

    0.34% of the 13F portfolio, value $42,193,722.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 493,145 shares
    Change vs previous 13F +19,120 shares

    0.33% of the 13F portfolio, value $32,705,388.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 474,025 shares
    Change vs previous 13F +17,894 shares

    0.37% of the 13F portfolio, value $33,537,242.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 456,131 shares
    Change vs previous 13F +42,447 shares

    0.4% of the 13F portfolio, value $32,668,135.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 413,684 shares
    Change vs previous 13F +56,037 shares

    0.4% of the 13F portfolio, value $25,755,955.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 357,647 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $25,700,493.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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