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Disclosery

Capital Asset Advisory Services LLC: KO position timeline

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

Capital Asset Advisory Services LLC held 58,537 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 58,537 shares
    Change vs previous 13F +2,336 shares

    0.17% of the 13F portfolio, value $4,757,344.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 56,201 shares
    Change vs previous 13F -1,673 shares

    0.16% of the 13F portfolio, value $4,242,086.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 57,874 shares
    Change vs previous 13F +1,373 shares

    0.16% of the 13F portfolio, value $3,926,175.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 56,501 shares
    Change vs previous 13F -3,943 shares

    0.16% of the 13F portfolio, value $3,747,174.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 60,444 shares
    Change vs previous 13F -8,007 shares

    0.2% of the 13F portfolio, value $4,332,048.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 68,451 shares
    Change vs previous 13F +2,492 shares

    0.25% of the 13F portfolio, value $4,882,622.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 65,959 shares
    Change vs previous 13F +2,331 shares

    0.2% of the 13F portfolio, value $4,072,965.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 63,628 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,401,778.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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