Skip to content
Disclosery

CapWealth Advisors, LLC: KO position timeline

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

CapWealth Advisors, LLC held 181,278 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 181,278 shares
    Change vs previous 13F -1,605 shares

    1.18% of the 13F portfolio, value $15,604,438.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 182,883 shares
    Change vs previous 13F -7,174 shares

    1.02% of the 13F portfolio, value $14,862,901.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 190,057 shares
    Change vs previous 13F -538 shares

    1.07% of the 13F portfolio, value $14,453,835.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 190,595 shares
    Change vs previous 13F +3,347 shares

    0.91% of the 13F portfolio, value $13,324,496.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 187,248 shares
    Change vs previous 13F +275 shares

    0.86% of the 13F portfolio, value $12,418,287.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 186,973 shares
    Change vs previous 13F +1,201 shares

    1.31% of the 13F portfolio, value $13,228,340.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 185,772 shares
    Change vs previous 13F +2,732 shares

    1.44% of the 13F portfolio, value $13,304,991.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 183,040 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $11,396,070.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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