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Disclosery

Curi Capital, LLC: KO position timeline

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

Curi Capital, LLC held 38,153 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,153 shares
    Change vs previous 13F +2,076 shares

    0.05% of the 13F portfolio, value $3,114,658.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 36,077 shares
    Change vs previous 13F +753 shares

    0.05% of the 13F portfolio, value $2,760,170.

    13F-HR 0001172661-26-002229 filed by Curi Capital, 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 35,324 shares
    Change vs previous 13F -73,296 shares

    0.04% of the 13F portfolio, value $2,469,540.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 108,620 shares
    Change vs previous 13F +704 shares

    0.13% of the 13F portfolio, value $7,236,354.

    13F-HR 0001172661-25-004750 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 107,916 shares
    Change vs previous 13F +25,584 shares

    0.15% of the 13F portfolio, value $7,667,144.

    13F-HR 0001172661-25-003361 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 82,332 shares
    Change vs previous 13F -5,628 shares

    0.15% of the 13F portfolio, value $5,915,814.

    13F-HR 0001172661-25-002290 filed by Curi Capital, LLC
    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 87,960 shares
    Change vs previous 13F -7,151 shares

    0.13% of the 13F portfolio, value $5,476,371.

    13F-HR 0001172661-25-000749 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,111 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,834,670.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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