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Disclosery

D.B. Root & Company, LLC: KO position timeline

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

D.B. Root & Company, LLC held 14,777 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,777 shares
    Change vs previous 13F +340 shares

    0.26% of the 13F portfolio, value $1,200,895.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 14,437 shares
    Change vs previous 13F +190 shares

    0.26% of the 13F portfolio, value $1,097,962.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 14,247 shares
    Change vs previous 13F -1,924 shares

    0.24% of the 13F portfolio, value $996,034.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 16,171 shares
    Change vs previous 13F -3,701 shares

    0.27% of the 13F portfolio, value $1,072,453.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 19,872 shares
    Change vs previous 13F -886 shares

    0.42% of the 13F portfolio, value $1,405,990.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 20,758 shares
    Change vs previous 13F -1,023 shares

    0.48% of the 13F portfolio, value $1,486,661.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 21,781 shares
    Change vs previous 13F -574 shares

    0.43% of the 13F portfolio, value $1,356,124.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 22,355 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,606,441.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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