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Disclosery

Cape Investment Advisory, Inc.: KO position timeline

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

Cape Investment Advisory, Inc. held 48,442 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,442 shares
    Change vs previous 13F -1,642 shares

    1.07% of the 13F portfolio, value $4,169,896.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,084 shares
    Change vs previous 13F -14,485 shares

    1.09% of the 13F portfolio, value $4,070,304.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    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 64,569 shares
    Change vs previous 13F +33,294 shares

    1.63% of the 13F portfolio, value $4,910,446.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    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 31,275 shares
    Change vs previous 13F +13,654 shares

    0.67% of the 13F portfolio, value $2,186,468.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    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 17,621 shares
    Change vs previous 13F -13,474 shares

    1.15% of the 13F portfolio, value $1,168,626.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    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 31,095 shares
    Change vs previous 13F -14,569 shares

    0.8% of the 13F portfolio, value $2,200,006.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    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 45,664 shares
    Change vs previous 13F +1,950 shares

    1.3% of the 13F portfolio, value $3,270,445.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    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 43,714 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,721,627.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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