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Disclosery

Harold Davidson & Associates Inc.: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harold Davidson & Associates Inc. on KO, newest first. How the timeline and the estimate are built.

Harold Davidson & Associates Inc. held 16,602 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,602 shares
    Change vs previous 13F -1,356 shares

    0.59% of the 13F portfolio, value $1,349,249.

    13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates 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 17,958 shares
    Change vs previous 13F -142 shares

    0.66% of the 13F portfolio, value $1,365,706.

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates 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 18,100 shares
    Change vs previous 13F -1,172 shares

    0.56% of the 13F portfolio, value $1,265,371.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates 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 19,272 shares
    Change vs previous 13F +5,594 shares

    0.58% of the 13F portfolio, value $1,278,119.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates 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 13,678 shares
    Change vs previous 13F -4,548 shares

    0.63% of the 13F portfolio, value $967,719.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates 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 18,226 shares
    Change vs previous 13F -350 shares

    0.71% of the 13F portfolio, value $1,305,346.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates 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 18,576 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,156,542.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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