Detalus Advisors, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Detalus Advisors, LLC on KO, newest first. How the timeline and the estimate are built.
Detalus Advisors, LLC held 12,418 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 12,418 sharesChange vs previous 13F -83 shares
0.2% of the 13F portfolio, value $1,009,211.
13F-HR 0001799677-26-000005 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,501 sharesChange vs previous 13F -101 shares
0.22% of the 13F portfolio, value $950,701.
13F-HR 0001799677-26-000003 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,602 sharesChange vs previous 13F -102 shares
0.21% of the 13F portfolio, value $881,006.
13F-HR 0001799677-26-000001 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,704 sharesChange vs previous 13F +32 shares
0.22% of the 13F portfolio, value $842,529.
13F-HR 0001799677-25-000007 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,672 sharesChange vs previous 13F -40 shares
0.26% of the 13F portfolio, value $896,544.
13F-HR 0001799677-25-000004 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,712 sharesChange vs previous 13F +97 shares
0.29% of the 13F portfolio, value $910,433.
13F-HR 0001799677-25-000003 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,615 sharesChange vs previous 13F -84 shares
0.26% of the 13F portfolio, value $785,410.
13F-HR 0001799677-25-000001 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,699 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $912,550.
13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).