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Wealthcare Advisory Partners LLC: KO position timeline

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

Wealthcare Advisory Partners LLC held 45,789 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,789 shares
    Change vs previous 13F -5,952 shares

    0.07% of the 13F portfolio, value $3,721,261.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 42,824 shares
    • Wealthcare Capital Partners, LLC: 2,965 shares

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

  2. period ended2026-03-31
    13F 51,741 shares
    Change vs previous 13F +2,903 shares

    0.07% of the 13F portfolio, value $3,934,880.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 48,780 shares
    • Wealthcare Capital Partners, LLC: 2,961 shares

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

  3. period ended2025-12-31
    13F 48,838 shares
    Change vs previous 13F -1,819 shares

    0.06% of the 13F portfolio, value $3,414,236.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 45,877 shares
    • Wealthcare Capital Partners, LLC: 2,961 shares

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

  4. period ended2025-09-30
    13F 50,657 shares
    Change vs previous 13F -82 shares

    0.07% of the 13F portfolio, value $3,359,573.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 46,433 shares
    • Wealthcare Capital Partners, LLC: 4,224 shares

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

  5. period ended2025-06-30
    13F 50,739 shares
    Change vs previous 13F +3,899 shares

    0.08% of the 13F portfolio, value $3,589,767.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 46,468 shares
    • Wealthcare Capital Partners, LLC: 4,271 shares

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

  6. period ended2025-03-31
    13F 46,840 shares
    Change vs previous 13F +597 shares

    0.09% of the 13F portfolio, value $3,354,659.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 42,925 shares
    • Wealthcare Capital Partners, LLC: 3,915 shares

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

  7. period ended2024-12-31
    13F 46,243 shares
    Change vs previous 13F +4,325 shares

    0.08% of the 13F portfolio, value $2,879,099.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 42,341 shares
    • Wealthcare Capital Partners, LLC: 3,902 shares

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

  8. period ended2024-09-30
    13F 41,918 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,012,203.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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