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Disclosery

CVFG LLC: KO position timeline

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

CVFG LLC held 36,713 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,713 shares
    Change vs previous 13F -615 shares

    0.31% of the 13F portfolio, value $2,983,632.

    13F-HR 0001951757-26-001220 filed by CVFG 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 37,328 shares
    Change vs previous 13F +27,327 shares

    0.35% of the 13F portfolio, value $2,838,788.

    13F-HR 0001951757-26-000759 filed by CVFG 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 10,001 shares
    Change vs previous 13F +295 shares

    0.48% of the 13F portfolio, value $699,163.

    13F-HR 0001951757-26-000390 filed by CVFG 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 9,706 shares
    Change vs previous 13F +183 shares

    0.46% of the 13F portfolio, value $643,699.

    13F-HR 0001951757-25-001364 filed by CVFG 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 9,523 shares
    Change vs previous 13F +156 shares

    0.53% of the 13F portfolio, value $673,788.

    13F-HR 0001951757-25-001047 filed by CVFG 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 9,367 shares
    Change vs previous 13F +288 shares

    0.61% of the 13F portfolio, value $670,893.

    13F-HR 0001951757-25-000434 filed by CVFG 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 9,079 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $565,254.

    13F-HR 0001951757-25-000024 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

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