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Disclosery

Costello Asset Management, INC: KO position timeline

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

Costello Asset Management, INC held 7,570 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,570 shares
    Change vs previous 13F +137 shares

    0.18% of the 13F portfolio, value $615,232.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 7,433 shares
    Change vs previous 13F -270 shares

    0.2% of the 13F portfolio, value $565,307.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 7,703 shares
    Change vs previous 13F +755 shares

    0.18% of the 13F portfolio, value $538,542.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,948 shares
    Change vs previous 13F -54 shares

    0.15% of the 13F portfolio, value $460,790.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,002 shares
    Change vs previous 13F +113 shares

    0.19% of the 13F portfolio, value $495,402.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,889 shares
    Change vs previous 13F +6,048 shares

    0.2% of the 13F portfolio, value $493,388.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 841 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $52,361.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 841 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $60,434.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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