Skip to content
Disclosery

Concord Wealth Partners: KO position timeline

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

Concord Wealth Partners held 130,373 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,373 shares
    Change vs previous 13F -3,761 shares

    0.7% of the 13F portfolio, value $10,595,407.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 68,732 shares
    • Concord Asset Management, LLC/VA: 61,641 shares

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

  2. period ended2026-03-31
    13F 134,134 shares
    Change vs previous 13F +3,891 shares

    0.75% of the 13F portfolio, value $10,200,950.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 69,948 shares
    • Concord Asset Management, LLC/VA: 64,186 shares

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

  3. period ended2025-12-31
    13F 130,243 shares
    Change vs previous 13F +3,516 shares

    0.68% of the 13F portfolio, value $9,105,342.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 69,243 shares
    • Concord Asset Management, LLC/VA: 61,000 shares

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

  4. period ended2025-09-30
    13F 126,727 shares
    Change vs previous 13F +3,813 shares

    0.66% of the 13F portfolio, value $8,404,554.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 66,654 shares
    • Concord Asset Management, LLC/VA: 60,073 shares

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

  5. period ended2025-06-30
    13F 122,914 shares
    Change vs previous 13F -7,251 shares

    0.64% of the 13F portfolio, value $8,696,206.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 61,457 shares
    • Concord Asset Management, LLC/VA: 61,457 shares

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

  6. period ended2025-03-31
    13F 130,165 shares
    Change vs previous 13F -12,500 shares

    0.89% of the 13F portfolio, value $9,420,155.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 71,958 shares
    • Concord Asset Management, LLC/VA: 58,207 shares

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

  7. period ended2024-12-31
    13F 142,665 shares
    Change vs previous 13F +16,289 shares

    0.83% of the 13F portfolio, value $8,882,317.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 75,961 shares
    • Concord Asset Management, LLC/VA: 66,704 shares

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

  8. period ended2024-09-30
    13F 126,376 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,081,349.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 67,187 shares
    • Concord Asset Management, LLC/VA: 59,189 shares

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