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Disclosery

Ethic Inc.: COKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethic Inc. on COKE, newest first. How the timeline and the estimate are built.

Ethic Inc. held 5,389 COKE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,389 shares
    Change vs previous 13F -360 shares

    0.01% of the 13F portfolio, value $1,028,874.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 5,749 shares
    Change vs previous 13F +317 shares

    0.02% of the 13F portfolio, value $1,102,315.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 5,432 shares
    Change vs previous 13F +707 shares

    0.01% of the 13F portfolio, value $832,726.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 4,725 shares
    Change vs previous 13F -3,934 shares

    0.01% of the 13F portfolio, value $553,591.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 8,659 shares
    Change vs previous 13F +7,815 shares

    0.02% of the 13F portfolio, value $964,991.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 844 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $1,172,212.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 788 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $992,909.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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