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Disclosery

BankPlus Trust Department: KO position timeline

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

BankPlus Trust Department held 42,421 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,421 shares
    Change vs previous 13F +643 shares

    0.53% of the 13F portfolio, value $3,447,630.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 36,389 shares
    • BankPlus Wealth Management LLC: 6,032 shares

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

  2. period ended2026-03-31
    13F 41,778 shares
    Change vs previous 13F -9,873 shares

    0.56% of the 13F portfolio, value $3,177,266.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 35,819 shares
    • BankPlus Wealth Management LLC: 5,959 shares

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

  3. period ended2025-12-31
    13F 51,651 shares
    Change vs previous 13F +705 shares

    0.64% of the 13F portfolio, value $3,610,970.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 43,992 shares
    • BankPlus Wealth Management LLC: 7,659 shares

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

  4. period ended2025-09-30
    13F 50,946 shares
    Change vs previous 13F +1,200 shares

    0.62% of the 13F portfolio, value $3,378,774.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 43,171 shares
    • BankPlus Wealth Management LLC: 7,775 shares

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

  5. period ended2025-06-30
    13F 49,746 shares
    Change vs previous 13F +2,077 shares

    0.72% of the 13F portfolio, value $3,519,537.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 42,317 shares
    • BankPlus Wealth Management LLC: 7,429 shares

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

  6. period ended2025-03-31
    13F 47,669 shares
    Change vs previous 13F +731 shares

    0.78% of the 13F portfolio, value $3,414,094.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 40,278 shares
    • BankPlus Wealth Management LLC: 7,391 shares

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

  7. period ended2024-12-31
    13F 46,938 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,922,391.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 39,758 shares
    • BankPlus Wealth Management LLC: 7,180 shares

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