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Diversify Advisory Services, LLC: KO position timeline

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

Diversify Advisory Services, LLC held 329,200 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329,200 shares
    Change vs previous 13F +120,804 shares

    0.23% of the 13F portfolio, value $27,675,894.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 164,600 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 164,600 shares

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

  2. period ended2026-03-31
    13F 208,396 shares
    Change vs previous 13F +56,218 shares

    0.26% of the 13F portfolio, value $16,436,187.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 54,091 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 154,305 shares

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

  3. period ended2025-12-31
    13F 152,178 shares
    Change vs previous 13F +1,193 shares

    0.2% of the 13F portfolio, value $10,765,672.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 94,366 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,812 shares

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

  4. period ended2025-09-30
    13F 150,985 shares
    Change vs previous 13F -10,167 shares

    0.22% of the 13F portfolio, value $10,262,503.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 93,251 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,734 shares

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

  5. period ended2025-06-30
    13F 161,152 shares
    Change vs previous 13F +23,412 shares

    0.27% of the 13F portfolio, value $11,395,111.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 105,773 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 55,379 shares

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

  6. period ended2025-03-31
    13F 137,740 shares
    Change vs previous 13F +14,789 shares

    0.34% of the 13F portfolio, value $9,965,496.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 86,887 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 50,853 shares

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

  7. period ended2024-12-31
    13F 122,951 shares
    Change vs previous 13F +2,658 shares

    0.24% of the 13F portfolio, value $7,508,616.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 79,004 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 43,947 shares

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

  8. period ended2024-09-30
    13F 120,293 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,315,205.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 93,105 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,188 shares

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