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Disclosery

IEQ CAPITAL, LLC: KO position timeline

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

IEQ CAPITAL, LLC held 179,433 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,433 shares
    Change vs previous 13F -111,672 shares

    0.07% of the 13F portfolio, value $14,582,522.

    13F-HR 0001779789-26-000004 filed by IEQ 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 291,105 shares
    Change vs previous 13F +167,004 shares

    0.1% of the 13F portfolio, value $22,138,557.

    13F-HR 0001779789-26-000002 filed by IEQ 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 124,101 shares
    Change vs previous 13F +70,564 shares

    0.03% of the 13F portfolio, value $8,675,916.

    13F-HR 0001779789-26-000001 filed by IEQ 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 53,537 shares
    Change vs previous 13F -55,493 shares

    0.01% of the 13F portfolio, value $3,550,607.

    13F-HR 0001779789-25-000003 filed by IEQ 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 109,030 shares
    Change vs previous 13F -113,076 shares

    0.05% of the 13F portfolio, value $7,713,896.

    13F-HR 0001085146-25-005144 filed by IEQ 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 222,106 shares
    Change vs previous 13F +95,533 shares

    0.13% of the 13F portfolio, value $15,907,360.

    13F-HR 0001085146-25-003156 filed by IEQ 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 126,573 shares
    Change vs previous 13F -62,440 shares

    0.08% of the 13F portfolio, value $7,880,452.

    13F-HR 0001085146-25-000685 filed by IEQ 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 189,013 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,582,540.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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