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Alpha Cubed Investments, LLC: KO position timeline

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

Alpha Cubed Investments, LLC held 291,563 KO shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 291,563 shares
    Change vs previous 13F -1,390 shares

    0.7% of the 13F portfolio, value $20,383,201.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 292,953 shares
    Change vs previous 13F -206,375 shares

    0.68% of the 13F portfolio, value $19,428,629.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 499,328 shares
    Change vs previous 13F -159,749 shares

    1.34% of the 13F portfolio, value $35,327,428.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 659,077 shares
    Change vs previous 13F +10,678 shares

    2.11% of the 13F portfolio, value $47,203,130.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 648,399 shares
    Change vs previous 13F +32,437 shares

    1.85% of the 13F portfolio, value $40,369,298.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 615,962 shares
    Change vs previous 13F -7,587 shares

    1.97% of the 13F portfolio, value $44,263,040.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 623,549 shares
    Change vs previous 13F +48,661 shares

    1.89% of the 13F portfolio, value $39,688,891.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 574,888 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $35,171,657.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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