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Citadel Investment Advisory, Inc.: KO position timeline

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

Citadel Investment Advisory, Inc. held 38,983 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,983 shares
    Change vs previous 13F +580 shares

    1.54% of the 13F portfolio, value $3,356,000.

    13F-HR 0001811907-26-000005 filed by Citadel Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,403 shares
    Change vs previous 13F -100 shares

    1.42% of the 13F portfolio, value $3,121,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    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 38,503 shares
    Change vs previous 13F -1,100 shares

    1.4% of the 13F portfolio, value $2,928,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    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 39,603 shares
    Change vs previous 13F -800 shares

    1.2% of the 13F portfolio, value $2,769,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    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 40,403 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,680,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    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 40,403 shares
    Change vs previous 13F -2,625 shares

    1.38% of the 13F portfolio, value $2,859,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    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 43,028 shares
    Change vs previous 13F -59 shares

    1.51% of the 13F portfolio, value $3,082,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    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 43,087 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,682,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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