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Advisors Capital Management, LLC: KO position timeline

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

Advisors Capital Management, LLC held 825,093 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 825,093 shares
    Change vs previous 13F -21,393 shares

    0.71% of the 13F portfolio, value $67,055,361.

    13F-HR 0002063364-26-000293 filed by Advisors Capital 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 846,486 shares
    Change vs previous 13F +37,905 shares

    0.75% of the 13F portfolio, value $64,375,307.

    13F-HR 0002063364-26-000145 filed by Advisors Capital 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 808,581 shares
    Change vs previous 13F +50,943 shares

    0.66% of the 13F portfolio, value $56,527,901.

    13F-HR 0002063364-26-000044 filed by Advisors Capital 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 757,638 shares
    Change vs previous 13F +37,541 shares

    0.62% of the 13F portfolio, value $50,246,588.

    13F-HR 0002063364-25-000276 filed by Advisors Capital 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 720,097 shares
    Change vs previous 13F +249,063 shares

    0.7% of the 13F portfolio, value $50,946,916.

    13F-HR 0002063364-25-000193 filed by Advisors Capital 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 471,034 shares
    Change vs previous 13F +128,852 shares

    0.52% of the 13F portfolio, value $33,735,492.

    13F-HR 0002063364-25-000095 filed by Advisors Capital 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 342,182 shares
    Change vs previous 13F +8,633 shares

    0.34% of the 13F portfolio, value $21,304,260.

    13F-HR 0001345576-25-000009 filed by Advisors Capital 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 333,549 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $23,969,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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