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Kestra Advisory Services, LLC: KO position timeline

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

Kestra Advisory Services, LLC held 1,001,773 KO 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 1,001,773 shares
    Change vs previous 13F +87,048 shares

    0.18% of the 13F portfolio, value $81,414,113.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 238,392 shares
    • Kestra Advisory Services, LLC: 749,216 shares
    • Kestra Investment Management, LLC: 14,165 shares

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

  2. period ended2026-03-31
    13F 914,725 shares
    Change vs previous 13F +104,713 shares

    0.17% of the 13F portfolio, value $69,564,801.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 247,905 shares
    • Kestra Advisory Services, LLC: 652,315 shares
    • Kestra Investment Management, LLC: 14,505 shares

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

  3. period ended2025-12-31
    13F 810,012 shares
    Change vs previous 13F +40,164 shares

    0.16% of the 13F portfolio, value $56,627,895.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 210,412 shares
    • Kestra Advisory Services, LLC: 595,166 shares
    • Kestra Investment Management, LLC: 4,434 shares

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

  4. period ended2025-09-30
    13F 769,848 shares
    Change vs previous 13F +60,177 shares

    0.15% of the 13F portfolio, value $51,056,329.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 190,018 shares
    • Kestra Advisory Services, LLC: 573,332 shares
    • Kestra Investment Management, LLC: 6,498 shares

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

  5. period ended2025-06-30
    13F/A 709,671 shares
    Change vs previous 13F +1,095 shares

    0.16% of the 13F portfolio, value $50,209,158.

    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: 188,569 shares
    • Kestra Advisory Services, LLC: 505,129 shares
    • Kestra Investment Management, LLC: 15,973 shares

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

  6. period ended2025-03-31
    13F/A 708,576 shares
    Change vs previous 13F -29,730 shares

    0.17% of the 13F portfolio, value $50,748,214.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 187,574 shares
    • Kestra Advisory Services, LLC: 505,213 shares
    • Kestra Investment Management, LLC: 15,789 shares

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

  7. period ended2024-12-31
    13F 738,306 shares
    Change vs previous 13F -241,280 shares

    0.17% of the 13F portfolio, value $45,966,973.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 195,825 shares
    • Kestra Advisory Services, LLC: 527,297 shares
    • Kestra Investment Management, LLC: 15,184 shares

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

  8. period ended2024-09-30
    13F 979,586 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $70,393,028.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 173,421 shares
    • Kestra Advisory Services, LLC: 791,060 shares
    • Kestra Investment Management, LLC: 15,105 shares

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