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Disclosery

Disciplined Investments, LLC: KO position timeline

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

Disciplined Investments, LLC held 3,752 KO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,752 shares
    Change vs previous 13F +185 shares

    0.1% of the 13F portfolio, value $304,950.

    13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, 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 3,567 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $271,293.

    13F-HR 0001951757-26-000823 filed by Disciplined Investments, 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 3,567 shares
    Change vs previous 13F -8 shares

    0.1% of the 13F portfolio, value $249,390.

    13F-HR 0001951757-26-000368 filed by Disciplined Investments, 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 3,575 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $237,114.

    13F-HR 0001951757-25-001263 filed by Disciplined Investments, 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 3,581 shares
    Change vs previous 13F -23 shares

    0.11% of the 13F portfolio, value $253,377.

    13F-HR 0001951757-25-000992 filed by Disciplined Investments, 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 3,604 shares
    Change vs previous 13F +41 shares

    0.12% of the 13F portfolio, value $258,140.

    13F-HR 0001951757-25-000308 filed by Disciplined Investments, 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 3,563 shares
    Change vs previous 13F +16 shares

    0.11% of the 13F portfolio, value $221,851.

    13F-HR 0001951757-25-000188 filed by Disciplined Investments, 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 3,547 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $254,909.

    13F-HR 0001951757-24-001157 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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