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Disclosery

Ascent Group, LLC: KO position timeline

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

Ascent Group, LLC held 88,228 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,228 shares
    Change vs previous 13F -3,947 shares

    0.21% of the 13F portfolio, value $7,170,265.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 92,175 shares
    Change vs previous 13F -2,717 shares

    0.24% of the 13F portfolio, value $7,009,860.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 94,892 shares
    Change vs previous 13F +6,043 shares

    0.23% of the 13F portfolio, value $6,633,903.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 88,849 shares
    Change vs previous 13F +13,745 shares

    0.21% of the 13F portfolio, value $5,892,419.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 75,104 shares
    Change vs previous 13F -7,357 shares

    0.21% of the 13F portfolio, value $5,313,592.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 82,461 shares
    Change vs previous 13F +9,759 shares

    0.25% of the 13F portfolio, value $5,905,853.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 72,702 shares
    Change vs previous 13F -3,328 shares

    0.34% of the 13F portfolio, value $4,526,426.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 76,030 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,463,516.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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