Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: KO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,810,845 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 1,810,845 shares
    Change vs previous 13F -56,481 shares

    0.23% of the 13F portfolio, value $147,167,402.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,867,326 shares
    Change vs previous 13F +309,197 shares

    0.25% of the 13F portfolio, value $142,010,547.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,558,129 shares
    Change vs previous 13F +32,234 shares

    0.21% of the 13F portfolio, value $108,928,779.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,525,895 shares
    Change vs previous 13F -20,477 shares

    0.21% of the 13F portfolio, value $101,197,357.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,546,372 shares
    Change vs previous 13F -18,485 shares

    0.24% of the 13F portfolio, value $109,405,854.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,564,857 shares
    Change vs previous 13F -20,524 shares

    0.28% of the 13F portfolio, value $112,075,071.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,585,381 shares
    Change vs previous 13F -715,020 shares

    0.28% of the 13F portfolio, value $98,705,812.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,300,401 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $165,306,804.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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