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Disclosery

ASSETMARK, INC: KO position timeline

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

ASSETMARK, INC held 411,865 KO 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 411,865 shares
    Change vs previous 13F +24,795 shares

    0.06% of the 13F portfolio, value $33,472,231.

    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 387,070 shares
    Change vs previous 13F +50,506 shares

    0.06% of the 13F portfolio, value $29,436,694.

    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 336,564 shares
    Change vs previous 13F +37,326 shares

    0.05% of the 13F portfolio, value $23,529,165.

    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 299,238 shares
    Change vs previous 13F +50,173 shares

    0.04% of the 13F portfolio, value $19,845,474.

    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 249,065 shares
    Change vs previous 13F +73,735 shares

    0.04% of the 13F portfolio, value $17,621,378.

    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 175,330 shares
    Change vs previous 13F +22,429 shares

    0.03% of the 13F portfolio, value $12,557,161.

    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 152,901 shares
    Change vs previous 13F +43,836 shares

    0.03% of the 13F portfolio, value $9,519,634.

    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 109,065 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,837,427.

    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).