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Disclosery

Claret Asset Management Corp: KO position timeline

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

Claret Asset Management Corp held 20,710 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,710 shares
    Change vs previous 13F -95 shares

    0.18% of the 13F portfolio, value $1,683,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    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 20,805 shares
    Change vs previous 13F -167 shares

    0.19% of the 13F portfolio, value $1,582,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    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 20,972 shares
    Change vs previous 13F +8 shares

    0.17% of the 13F portfolio, value $1,466,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    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 20,964 shares
    Change vs previous 13F -773 shares

    0.17% of the 13F portfolio, value $1,390,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    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 21,737 shares
    Change vs previous 13F +204 shares

    0.2% of the 13F portfolio, value $1,538,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    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 21,533 shares
    Change vs previous 13F -1,035 shares

    0.22% of the 13F portfolio, value $1,542,000.

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    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 22,568 shares
    Change vs previous 13F -791 shares

    0.22% of the 13F portfolio, value $1,405,000.

    13F-HR 0001735513-25-000002 filed by Claret Asset Management Corp
    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 23,359 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,679,000.

    13F-HR 0001735513-24-000005 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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