Skip to content
Disclosery

Catherine Avery Investment Management LLC: KO position timeline

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

Catherine Avery Investment Management LLC held 37,819 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,819 shares
    Change vs previous 13F -43,052 shares

    2.8% of the 13F portfolio, value $3,255,489.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 80,871 shares
    Change vs previous 13F -5,507 shares

    2.87% of the 13F portfolio, value $6,572,374.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment Management 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 86,378 shares
    Change vs previous 13F +19,077 shares

    2.94% of the 13F portfolio, value $6,569,033.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment Management 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 67,301 shares
    Change vs previous 13F +459 shares

    2.82% of the 13F portfolio, value $4,705,000.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment Management 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 66,842 shares
    Change vs previous 13F +13,919 shares

    2.86% of the 13F portfolio, value $4,432,945.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment Management 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 52,923 shares
    Change vs previous 13F -156 shares

    2.84% of the 13F portfolio, value $3,744,283.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment Management 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 53,079 shares
    Change vs previous 13F +6,812 shares

    3.41% of the 13F portfolio, value $3,801,496.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment Management 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/A 46,267 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,880,564.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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