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Carroll Financial Associates, Inc.: KO position timeline

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

Carroll Financial Associates, Inc. held 76,779 KO shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 76,779 shares
    Change vs previous 13F +12,984 shares

    0.24% of the 13F portfolio, value $4,503,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 63,795 shares
    Change vs previous 13F +288 shares

    0.19% of the 13F portfolio, value $3,347,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 63,507 shares
    Change vs previous 13F -460 shares

    0.19% of the 13F portfolio, value $3,436,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 63,967 shares
    Change vs previous 13F +711 shares

    0.21% of the 13F portfolio, value $3,371,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 63,256 shares
    Change vs previous 13F -1,029 shares

    0.23% of the 13F portfolio, value $3,468,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 64,285 shares
    Change vs previous 13F -6,830 shares

    0.24% of the 13F portfolio, value $3,173,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 71,115 shares
    Change vs previous 13F +2,437 shares

    0.27% of the 13F portfolio, value $3,177,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 68,678 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,039,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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