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Aptus Capital Advisors, LLC: KO position timeline

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

Aptus Capital Advisors, LLC held 82,002 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,002 shares
    Change vs previous 13F +3,635 shares

    0.05% of the 13F portfolio, value $6,664,333.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 78,367 shares
    Change vs previous 13F -21,765 shares

    0.05% of the 13F portfolio, value $5,959,866.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 100,132 shares
    Change vs previous 13F -2,087 shares

    0.06% of the 13F portfolio, value $7,000,230.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 102,219 shares
    Change vs previous 13F -2,398 shares

    0.06% of the 13F portfolio, value $6,779,184.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 104,617 shares
    Change vs previous 13F +7,125 shares

    0.07% of the 13F portfolio, value $7,401,763.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 97,492 shares
    Change vs previous 13F -302,591 shares

    0.08% of the 13F portfolio, value $6,982,356.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 400,083 shares
    Change vs previous 13F +352,418 shares

    0.3% of the 13F portfolio, value $24,909,174.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 47,665 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,425,207.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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