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Disclosery

Fiduciary Group, LLC: KO position timeline

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

Fiduciary Group, LLC held 109,432 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,432 shares
    Change vs previous 13F -1,032 shares

    0.7% of the 13F portfolio, value $8,893,547.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 110,464 shares
    Change vs previous 13F -886 shares

    0.72% of the 13F portfolio, value $8,400,820.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 111,350 shares
    Change vs previous 13F -1,161 shares

    0.65% of the 13F portfolio, value $7,784,456.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 112,511 shares
    Change vs previous 13F -2,129 shares

    0.66% of the 13F portfolio, value $7,461,714.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 114,640 shares
    Change vs previous 13F -290 shares

    0.76% of the 13F portfolio, value $8,110,763.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 114,930 shares
    Change vs previous 13F -426 shares

    0.82% of the 13F portfolio, value $8,231,318.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 115,356 shares
    Change vs previous 13F -261 shares

    0.72% of the 13F portfolio, value $7,182,092.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 115,617 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,308,259.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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