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Disclosery

Fermata Advisors, LLC: KO position timeline

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

Fermata Advisors, LLC held 2,609 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,609 shares
    Change vs previous 13F +2,609 shares

    0.04% of the 13F portfolio, value $212,041.

    13F-HR 0001859259-26-000003 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,848 shares

    13F-HR 0001085146-25-005870 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 2,848 shares
    Change vs previous 13F -3,556 shares

    0.05% of the 13F portfolio, value $201,521.

    13F-HR 0001085146-25-003629 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,404 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $458,680.

    13F-HR 0001085146-25-002025 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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