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VALLEY WEALTH MANAGERS, INC.: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY WEALTH MANAGERS, INC. on KO, newest first. How the timeline and the estimate are built.

VALLEY WEALTH MANAGERS, INC. held 63,722 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,722 shares
    Change vs previous 13F -136 shares

    0.31% of the 13F portfolio, value $5,485,208.

    13F-HR 0000924166-26-000009 filed by VALLEY WEALTH MANAGERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,858 shares
    Change vs previous 13F +1,167 shares

    0.3% of the 13F portfolio, value $5,189,757.

    13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, INC.
    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 62,691 shares
    Change vs previous 13F +680 shares

    0.31% of the 13F portfolio, value $4,767,667.

    13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, INC.
    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 62,011 shares
    Change vs previous 13F +1,348 shares

    0.28% of the 13F portfolio, value $4,335,204.

    13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, INC.
    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 60,663 shares
    Change vs previous 13F +2,344 shares

    0.27% of the 13F portfolio, value $4,023,184.

    13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, INC.
    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 58,319 shares
    Change vs previous 13F +613 shares

    0.3% of the 13F portfolio, value $4,126,084.

    13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, INC.
    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 57,706 shares
    Change vs previous 13F +601 shares

    0.31% of the 13F portfolio, value $4,132,916.

    13F-HR 0000924166-25-000006 filed by VALLEY WEALTH MANAGERS, INC.
    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 57,105 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,555,368.

    13F-HR 0000924166-25-000002 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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