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DIVIDEND ASSETS CAPITAL, LLC: KO position timeline

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

DIVIDEND ASSETS CAPITAL, LLC held 5,700 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,700 shares
    Change vs previous 13F -1,627 shares

    0.09% of the 13F portfolio, value $463,269.

    13F-HR 0001999371-26-017653 filed by DIVIDEND ASSETS CAPITAL, 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 7,327 shares
    Change vs previous 13F -3,200 shares

    0.11% of the 13F portfolio, value $557,232.

    13F-HR 0001999371-26-009260 filed by DIVIDEND ASSETS CAPITAL, 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 10,527 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $735,955.

    13F-HR 0001999371-26-003138 filed by DIVIDEND ASSETS CAPITAL, 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 10,520 shares
    Change vs previous 13F -317 shares

    0.12% of the 13F portfolio, value $697,718.

    13F-HR 0001999371-25-017426 filed by DIVIDEND ASSETS CAPITAL, 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 10,837 shares
    Change vs previous 13F +397 shares

    0.14% of the 13F portfolio, value $766,740.

    13F-HR 0001999371-25-011341 filed by DIVIDEND ASSETS CAPITAL, 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 10,440 shares
    Change vs previous 13F +1,233 shares

    0.14% of the 13F portfolio, value $747,713.

    13F-HR 0001999371-25-004209 filed by DIVIDEND ASSETS CAPITAL, 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 9,207 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $573,228.

    13F-HR 0001839882-25-006045 filed by DIVIDEND ASSETS CAPITAL, 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 9,207 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $661,615.

    13F-HR 0001999371-24-014748 filed by DIVIDEND ASSETS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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