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Ascentis Wealth Management, LLC: KO position timeline

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

Ascentis Wealth Management, LLC held 10,960 KO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 10,960 shares
    Change vs previous 13F -36,749 shares

    0.13% of the 13F portfolio, value $890,737.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 322 shares
    • Ascentis Wealth Management, LLC: 10,638 shares

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

  2. period ended2026-03-31
    13F 47,709 shares
    Change vs previous 13F +21,952 shares

    0.2% of the 13F portfolio, value $3,628,408.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 37,850 shares
    • Ascentis Wealth Management, LLC: 9,859 shares

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

  3. period ended2025-12-31
    13F 25,757 shares
    Change vs previous 13F -6,967 shares

    0.17% of the 13F portfolio, value $1,800,739.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 20,885 shares
    • Ascentis Wealth Management, LLC: 4,872 shares

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

  4. period ended2025-09-30
    13F 32,724 shares
    Change vs previous 13F +1,251 shares

    0.2% of the 13F portfolio, value $2,170,214.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 24,036 shares
    • Ascentis Wealth Management, LLC: 8,688 shares

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

  5. period ended2025-06-30
    13F 31,473 shares
    Change vs previous 13F +7,922 shares

    0.23% of the 13F portfolio, value $2,234,068.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 23,364 shares
    • Ascentis Wealth Management, LLC: 8,109 shares

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

  6. period ended2025-03-31
    13F 23,551 shares
    Change vs previous 13F +8,702 shares

    0.2% of the 13F portfolio, value $1,688,535.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,270 shares
    • Ascentis Wealth Management, LLC: 7,281 shares

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

  7. period ended2024-12-31
    13F 14,849 shares
    Change vs previous 13F -1,329 shares

    0.11% of the 13F portfolio, value $924,510.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,164 shares
    • Ascentis Wealth Management, LLC: 685 shares

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

  8. period ended2024-09-30
    13F/A 16,178 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,162,557.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,378 shares
    • Ascentis Wealth Management, LLC: 800 shares

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