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Disclosery

ASSETMARK, INC: COKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on COKE, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 11,062 COKE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,062 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $2,111,889.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    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 11,059 shares
    Change vs previous 13F -10,185 shares

    <0.01% of the 13F portfolio, value $2,120,383.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    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 21,244 shares
    Change vs previous 13F -1,640 shares

    0.01% of the 13F portfolio, value $3,256,646.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    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 22,884 shares
    Change vs previous 13F +5,081 shares

    0.01% of the 13F portfolio, value $2,681,040.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    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 17,803 shares
    Change vs previous 13F +15,958 shares

    <0.01% of the 13F portfolio, value $1,987,654.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    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 1,845 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $2,490,851.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    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 1,809 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $2,279,409.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    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 1,660 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,185,307.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

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