Intelligent Financial Strategies: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intelligent Financial Strategies on KO, newest first. How the timeline and the estimate are built.
Intelligent Financial Strategies held 321 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 321 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $26,252.
13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 319 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $24,406.
13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 319 sharesChange vs previous 13F +5 shares
0.01% of the 13F portfolio, value $22,280.
13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 314 sharesChange vs previous 13F -1,821 shares
0.01% of the 13F portfolio, value $20,986.
13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,135 sharesChange vs previous 13F +2 shares
0.08% of the 13F portfolio, value $152,127.
13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,133 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $153,825.
13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,133 sharesChange vs previous 13F +5 shares
0.07% of the 13F portfolio, value $132,776.
13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,128 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $153,966.
13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).