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Disclosery

Disciplined Investors, L.L.C.: KO position timeline

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

Disciplined Investors, L.L.C. held 4,360 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 4,360 shares
    Change vs previous 13F -576 shares

    0.18% of the 13F portfolio, value $354,363.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 4,936 shares
    Change vs previous 13F -99 shares

    0.22% of the 13F portfolio, value $375,375.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 5,035 shares
    Change vs previous 13F -328 shares

    0.23% of the 13F portfolio, value $351,990.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 5,363 shares
    Change vs previous 13F +317 shares

    0.25% of the 13F portfolio, value $355,670.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 5,046 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $357,035.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 5,038 shares
    Change vs previous 13F -69 shares

    0.33% of the 13F portfolio, value $360,787.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 5,107 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $314,842.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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