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Disclosery

American Trust: KO position timeline

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

American Trust held 3,829 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,829 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $311,183.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 3,679 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $279,788.

    13F-HR 0001905128-26-000004 filed by American Trust
    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 3,778 shares
    Change vs previous 13F -65 shares

    0.02% of the 13F portfolio, value $264,120.

    13F-HR 0001905128-26-000002 filed by American Trust
    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 3,843 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $254,868.

    13F-HR 0001905128-25-000010 filed by American Trust
    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 3,777 shares
    Change vs previous 13F -231 shares

    0.03% of the 13F portfolio, value $267,223.

    13F-HR 0001905128-25-000007 filed by American Trust
    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 4,008 shares
    Change vs previous 13F -14,253 shares

    0.07% of the 13F portfolio, value $287,053.

    13F-HR 0001905128-25-000004 filed by American Trust
    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 18,261 shares
    Change vs previous 13F +688 shares

    0.09% of the 13F portfolio, value $1,136,930.

    13F-HR 0001905128-25-000002 filed by American Trust
    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 17,573 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,262,796.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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