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Capital Investment Advisors, LLC: KO position timeline

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

Capital Investment Advisors, LLC held 528,311 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 528,311 shares
    Change vs previous 13F -6,101 shares

    0.57% of the 13F portfolio, value $42,935,861.

    13F-HR 0001062993-26-004077 filed by Capital Investment 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/A 534,412 shares
    Change vs previous 13F -6,328 shares

    0.59% of the 13F portfolio, value $40,642,023.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment 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 540,740 shares
    Change vs previous 13F +6,375 shares

    0.58% of the 13F portfolio, value $37,803,123.

    13F-HR 0001062993-26-000231 filed by Capital Investment 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 534,365 shares
    Change vs previous 13F +8,720 shares

    0.58% of the 13F portfolio, value $35,439,076.

    13F-HR 0001062993-25-016276 filed by Capital Investment 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/A 525,645 shares
    Change vs previous 13F -3,863 shares

    0.67% of the 13F portfolio, value $37,189,380.

    13F-HR/A 0001062993-25-012960 filed by Capital Investment 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 529,508 shares
    Change vs previous 13F +29,314 shares

    0.74% of the 13F portfolio, value $37,923,379.

    13F-HR 0001062993-25-007411 filed by Capital Investment 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 500,194 shares
    Change vs previous 13F +4,017 shares

    0.63% of the 13F portfolio, value $31,142,057.

    13F-HR 0001062993-25-000712 filed by Capital Investment 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 496,177 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $35,655,260.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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