Skip to content
Disclosery

Cassia Capital Partners, LLC: KO position timeline

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

Cassia Capital Partners, LLC held 2,955 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,955 shares
    Change vs previous 13F -1,784 shares

    0.12% of the 13F portfolio, value $240,176.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 4,739 shares
    Change vs previous 13F -13,320 shares

    0.19% of the 13F portfolio, value $360,369.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 18,059 shares
    Change vs previous 13F -1,044 shares

    0.68% of the 13F portfolio, value $1,262,511.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 19,103 shares
    Change vs previous 13F +2,151 shares

    0.69% of the 13F portfolio, value $1,266,901.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 16,952 shares
    Change vs previous 13F -629 shares

    0.72% of the 13F portfolio, value $1,199,372.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 17,581 shares
    Change vs previous 13F +1,236 shares

    0.79% of the 13F portfolio, value $1,259,153.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 16,345 shares
    Change vs previous 13F +4,769 shares

    0.65% of the 13F portfolio, value $1,017,640.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 11,576 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $831,851.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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