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Disclosery

Jacobsen Capital Management: KO position timeline

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

Jacobsen Capital Management held 7,906 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,906 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $642,500.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 7,902 shares
    Change vs previous 13F +24 shares

    0.2% of the 13F portfolio, value $600,916.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 7,878 shares
    Change vs previous 13F -81 shares

    0.18% of the 13F portfolio, value $550,722.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 7,959 shares
    Change vs previous 13F -249 shares

    0.18% of the 13F portfolio, value $527,857.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 8,208 shares
    Change vs previous 13F +1,024 shares

    0.21% of the 13F portfolio, value $580,721.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    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 7,184 shares
    Change vs previous 13F +1,110 shares

    0.22% of the 13F portfolio, value $514,512.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    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 6,074 shares
    Change vs previous 13F +376 shares

    0.16% of the 13F portfolio, value $378,162.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    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 5,698 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $409,429.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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