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Focus Partners Wealth: KO position timeline

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

Focus Partners Wealth held 1,447,766 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,447,766 shares
    Change vs previous 13F -12,995 shares

    0.11% of the 13F portfolio, value $117,661,885.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,384,795 shares
    • Focus Partners Advisor Solutions, LLC: 62,971 shares

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

  2. period ended2026-03-31
    13F 1,460,761 shares
    Change vs previous 13F +17,027 shares

    0.11% of the 13F portfolio, value $111,100,125.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,398,412 shares
    • Focus Partners Advisor Solutions, LLC: 62,349 shares

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

  3. period ended2025-12-31
    13F 1,443,734 shares
    Change vs previous 13F +219,720 shares

    0.11% of the 13F portfolio, value $100,777,750.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,388,324 shares
    • Focus Partners Advisor Solutions, LLC: 55,410 shares

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

  4. period ended2025-09-30
    13F 1,224,014 shares
    Change vs previous 13F +86,961 shares

    0.11% of the 13F portfolio, value $81,265,775.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,171,501 shares
    • Focus Partners Advisor Solutions, LLC: 52,513 shares

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

  5. period ended2025-06-30
    13F 1,137,053 shares
    Change vs previous 13F -47,830 shares

    0.15% of the 13F portfolio, value $80,446,413.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,072,400 shares
    • Focus Partners Advisor Solutions, LLC: 64,653 shares

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

  6. period ended2025-03-31
    13F/A 1,184,883 shares
    Change vs previous 13F +11,880 shares

    0.18% of the 13F portfolio, value $84,863,034.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,114,964 shares
    • Focus Partners Advisor Solutions, LLC: 69,919 shares

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

  7. period ended2024-12-31
    13F/A 1,173,003 shares
    Change vs previous 13F +458,424 shares

    0.16% of the 13F portfolio, value $73,031,454.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,108,025 shares
    • Focus Partners Advisor Solutions, LLC: 64,978 shares

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

  8. period ended2024-09-30
    13F 714,579 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $51,349,770.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 674,995 shares
    • Focus Partners Advisor Solutions, LLC: 39,584 shares

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