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Gradient Investments LLC: KO position timeline

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

Gradient Investments LLC held 518,454 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 518,454 shares
    Change vs previous 13F -44,686 shares

    0.64% of the 13F portfolio, value $44,628,521.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 563,140 shares
    Change vs previous 13F -587 shares

    0.63% of the 13F portfolio, value $45,766,399.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 563,727 shares
    Change vs previous 13F -23,312 shares

    0.66% of the 13F portfolio, value $42,871,437.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 587,039 shares
    Change vs previous 13F +40,958 shares

    0.65% of the 13F portfolio, value $41,039,885.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 546,081 shares
    Change vs previous 13F +15,971 shares

    0.6% of the 13F portfolio, value $36,216,125.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 530,110 shares
    Change vs previous 13F +9,873 shares

    0.69% of the 13F portfolio, value $37,505,269.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 520,237 shares
    Change vs previous 13F +14,851 shares

    0.75% of the 13F portfolio, value $37,259,377.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 505,386 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $31,465,353.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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