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Disclosery

Capstone Financial Advisors, Inc.: KO position timeline

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

Capstone Financial Advisors, Inc. held 18,361 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 18,361 shares
    Change vs previous 13F +1,275 shares

    0.07% of the 13F portfolio, value $1,492,200.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
    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 17,086 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $1,299,426.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
    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 17,079 shares
    Change vs previous 13F +290 shares

    0.06% of the 13F portfolio, value $1,194,026.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,789 shares
    Change vs previous 13F +183 shares

    0.06% of the 13F portfolio, value $1,113,419.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,606 shares
    Change vs previous 13F -313 shares

    0.07% of the 13F portfolio, value $1,174,891.

    13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,919 shares
    Change vs previous 13F -297 shares

    0.08% of the 13F portfolio, value $1,211,710.

    13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, Inc.
    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 17,216 shares
    Change vs previous 13F +194 shares

    0.07% of the 13F portfolio, value $1,071,873.

    13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,022 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,223,198.

    13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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