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Disclosery

Apella Capital, LLC: KO position timeline

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

Apella Capital, LLC held 46,632 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,632 shares
    Change vs previous 13F +10,123 shares

    0.05% of the 13F portfolio, value $4,001,932.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,509 shares
    Change vs previous 13F +691 shares

    0.04% of the 13F portfolio, value $3,068,593.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    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 35,818 shares
    Change vs previous 13F +10,525 shares

    0.04% of the 13F portfolio, value $2,712,886.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,293 shares
    Change vs previous 13F +3,338 shares

    0.03% of the 13F portfolio, value $1,768,234.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,955 shares
    Change vs previous 13F +1,763 shares

    0.03% of the 13F portfolio, value $1,483,946.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,192 shares
    Change vs previous 13F +2,483 shares

    0.04% of the 13F portfolio, value $1,433,811.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    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 17,709 shares
    Change vs previous 13F +6,909 shares

    0.04% of the 13F portfolio, value $1,238,763.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,800 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $672,435.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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