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Concurrent Investment Advisors, LLC: KO position timeline

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

Concurrent Investment Advisors, LLC held 420,729 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 420,729 shares
    Change vs previous 13F +39,540 shares

    0.29% of the 13F portfolio, value $34,192,655.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    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 381,189 shares
    Change vs previous 13F +29,847 shares

    0.32% of the 13F portfolio, value $28,989,391.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    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 351,342 shares
    Change vs previous 13F +122,953 shares

    0.28% of the 13F portfolio, value $24,562,331.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    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 228,389 shares
    Change vs previous 13F +4,113 shares

    0.26% of the 13F portfolio, value $15,146,753.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    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 224,276 shares
    Change vs previous 13F +17,295 shares

    0.31% of the 13F portfolio, value $15,867,520.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    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 206,981 shares
    Change vs previous 13F +51,485 shares

    0.36% of the 13F portfolio, value $14,823,827.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    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 155,496 shares
    Change vs previous 13F -17,224 shares

    0.26% of the 13F portfolio, value $9,681,205.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    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 172,720 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,411,623.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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