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Disclosery

InvesTrust: KO position timeline

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

InvesTrust held 30,474 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,474 shares
    Change vs previous 13F -555 shares

    0.95% of the 13F portfolio, value $2,476,621.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 31,029 shares
    Change vs previous 13F -55 shares

    0.99% of the 13F portfolio, value $2,359,755.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 31,084 shares
    Change vs previous 13F -3,922 shares

    0.84% of the 13F portfolio, value $2,173,082.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 35,006 shares
    Change vs previous 13F +14 shares

    0.85% of the 13F portfolio, value $2,321,597.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 34,992 shares
    Change vs previous 13F -53,101 shares

    0.96% of the 13F portfolio, value $2,475,684.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 88,093 shares
    Change vs previous 13F +232 shares

    1.73% of the 13F portfolio, value $6,309,221.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 87,861 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $5,462,911.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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