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Disclosery

Synergy Asset Management, LLC: KO position timeline

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

Synergy Asset Management, LLC held 134,168 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,168 shares
    Change vs previous 13F -7,283 shares

    1.03% of the 13F portfolio, value $10,903,833.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 141,451 shares
    Change vs previous 13F -278,739 shares

    1.14% of the 13F portfolio, value $10,757,349.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 420,190 shares
    Change vs previous 13F -690,137 shares

    3.06% of the 13F portfolio, value $29,375,483.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, 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 1,110,327 shares
    Change vs previous 13F +775,906 shares

    2.72% of the 13F portfolio, value $75,118,372.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, 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 334,421 shares
    Change vs previous 13F -36,488 shares

    2.71% of the 13F portfolio, value $23,660,286.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 370,909 shares
    Change vs previous 13F -139,951 shares

    3.35% of the 13F portfolio, value $26,564,502.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 510,860 shares
    Change vs previous 13F +505,540 shares

    2.44% of the 13F portfolio, value $31,591,582.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,320 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $382,292.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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