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Kestra Advisory Services, LLC: COKE position timeline

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

Kestra Advisory Services, LLC held 26,775 COKE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,775 shares
    Change vs previous 13F +839 shares

    0.01% of the 13F portfolio, value $5,111,956.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 20,772 shares
    • Kestra Investment Management, LLC: 6,003 shares

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

  2. period ended2026-03-31
    13F 25,936 shares
    Change vs previous 13F +5,680 shares

    0.02% of the 13F portfolio, value $4,972,913.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 20,475 shares
    • Kestra Investment Management, LLC: 5,461 shares

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

  3. period ended2025-12-31
    13F 20,256 shares
    Change vs previous 13F +792 shares

    0.01% of the 13F portfolio, value $3,105,239.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 19,464 shares
    Change vs previous 13F +16,582 shares

    0.01% of the 13F portfolio, value $2,280,379.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 2,882 shares
    Change vs previous 13F +2,422 shares

    <0.01% of the 13F portfolio, value $321,801.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 2,882 shares

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

  6. period ended2025-03-31
    13F 460 shares
    Change vs previous 13F -59 shares

    <0.01% of the 13F portfolio, value $621,000.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 230 shares
    • Kestra Advisory Services, LLC: 230 shares

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

  7. period ended2024-12-31
    13F 519 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $653,935.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 281 shares
    • Kestra Advisory Services, LLC: 238 shares

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

  8. period ended2024-09-30
    13F 481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $633,741.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 286 shares
    • Kestra Advisory Services, LLC: 195 shares

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