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Wealthspire Advisors, LLC: KO position timeline

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

Wealthspire Advisors, LLC held 196,374 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,374 shares
    Change vs previous 13F +19,301 shares

    0.09% of the 13F portfolio, value $15,959,330.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 177,073 shares
    Change vs previous 13F -7,566 shares

    0.11% of the 13F portfolio, value $13,466,390.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 184,639 shares
    Change vs previous 13F +42,605 shares

    0.1% of the 13F portfolio, value $12,908,143.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 142,034 shares
    Change vs previous 13F -151,314 shares

    0.05% of the 13F portfolio, value $9,419,690.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 293,348 shares
    Change vs previous 13F +468 shares

    0.12% of the 13F portfolio, value $20,754,474.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 292,880 shares
    Change vs previous 13F +147,510 shares

    0.13% of the 13F portfolio, value $20,976,098.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 145,370 shares
    Change vs previous 13F +6,460 shares

    0.09% of the 13F portfolio, value $9,050,752.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 138,910 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,982,068.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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