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Disclosery

WealthPlan Investment Management, LLC: KO position timeline

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

WealthPlan Investment Management, LLC held 81,499 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,499 shares
    Change vs previous 13F -12,926 shares

    0.33% of the 13F portfolio, value $6,623,459.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 94,425 shares
    Change vs previous 13F +32,200 shares

    0.4% of the 13F portfolio, value $7,181,003.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 62,225 shares
    Change vs previous 13F +51,940 shares

    0.28% of the 13F portfolio, value $4,350,165.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 10,285 shares
    Change vs previous 13F -229 shares

    0.05% of the 13F portfolio, value $682,128.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 10,514 shares
    Change vs previous 13F +5,766 shares

    0.05% of the 13F portfolio, value $743,854.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 4,748 shares
    Change vs previous 13F -2,718 shares

    0.03% of the 13F portfolio, value $340,059.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 7,466 shares
    Change vs previous 13F -8,950 shares

    0.05% of the 13F portfolio, value $464,839.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 16,416 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,179,649.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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