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Disclosery

Avalon Investment & Advisory: KO position timeline

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

Avalon Investment & Advisory held 561,377 KO shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 561,377 shares
    Change vs previous 13F +175,832 shares

    0.95% of the 13F portfolio, value $34,822,210.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 385,545 shares
    Change vs previous 13F -267 shares

    0.7% of the 13F portfolio, value $24,525,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 385,812 shares
    Change vs previous 13F +2,067 shares

    0.67% of the 13F portfolio, value $21,613,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 383,745 shares
    Change vs previous 13F -10,828 shares

    0.68% of the 13F portfolio, value $24,141,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 394,573 shares
    Change vs previous 13F -61,894 shares

    0.59% of the 13F portfolio, value $24,464,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 456,467 shares
    Change vs previous 13F -128,524 shares

    0.67% of the 13F portfolio, value $27,027,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 584,991 shares
    Change vs previous 13F -26,679 shares

    0.71% of the 13F portfolio, value $30,694,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 611,670 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $33,097,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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