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Advisor OS, LLC: KO position timeline

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

Advisor OS, LLC held 42,559 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,559 shares
    Change vs previous 13F -1,852 shares

    0.23% of the 13F portfolio, value $3,458,761.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 44,411 shares
    Change vs previous 13F -159 shares

    0.24% of the 13F portfolio, value $3,377,539.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 44,570 shares
    Change vs previous 13F +5,310 shares

    0.25% of the 13F portfolio, value $3,115,947.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 39,260 shares
    Change vs previous 13F +1,222 shares

    0.22% of the 13F portfolio, value $2,603,714.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 38,038 shares
    Change vs previous 13F +2,662 shares

    0.26% of the 13F portfolio, value $2,691,252.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 35,376 shares
    Change vs previous 13F +1,596 shares

    0.29% of the 13F portfolio, value $2,533,640.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 33,780 shares
    Change vs previous 13F +2,142 shares

    0.24% of the 13F portfolio, value $2,103,153.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 31,638 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,273,555.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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