Skip to content
Disclosery

Capital Square, LLC: KO position timeline

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

Capital Square, LLC held 9,088 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,088 shares
    Change vs previous 13F +449 shares

    0.33% of the 13F portfolio, value $758,804.

    13F-HR 0001798736-26-000003 filed by Capital Square, 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 8,639 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $662,011.

    13F-HR 0001798736-26-000002 filed by Capital Square, 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 8,547 shares
    Change vs previous 13F +16 shares

    0.3% of the 13F portfolio, value $597,547.

    13F-HR 0001798736-26-000001 filed by Capital Square, 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 8,531 shares
    Change vs previous 13F -524 shares

    0.29% of the 13F portfolio, value $565,816.

    13F-HR 0001798736-25-000007 filed by Capital Square, 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 9,055 shares
    Change vs previous 13F -705 shares

    0.34% of the 13F portfolio, value $632,715.

    13F-HR 0001798736-25-000003 filed by Capital Square, 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 9,760 shares
    Change vs previous 13F +195 shares

    0.41% of the 13F portfolio, value $699,025.

    13F-HR 0001798736-25-000002 filed by Capital Square, 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 9,565 shares
    Change vs previous 13F +604 shares

    0.34% of the 13F portfolio, value $592,277.

    13F-HR 0001798736-25-000001 filed by Capital Square, 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 8,961 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $643,949.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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