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CFC Planning Co LLC: KO position timeline

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

CFC Planning Co LLC held 59,886 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,886 shares
    Change vs previous 13F +6,102 shares

    2.88% of the 13F portfolio, value $4,867,018.

    13F-HR 0001854428-26-000004 filed by CFC Planning Co 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 53,784 shares
    Change vs previous 13F +7,153 shares

    2.95% of the 13F portfolio, value $4,090,344.

    13F-HR 0001854428-26-000003 filed by CFC Planning Co 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 46,631 shares
    Change vs previous 13F +1,730 shares

    2.51% of the 13F portfolio, value $3,260,038.

    13F-HR 0001854428-26-000002 filed by CFC Planning Co 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 44,901 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $2,977,905.

    13F-HR 0001854428-25-000003 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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