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Disclosery

Key Financial Inc: KO position timeline

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

Key Financial Inc held 16,899 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,899 shares
    Change vs previous 13F -4,920 shares

    0.22% of the 13F portfolio, value $1,373,366.

    13F-HR 0001420506-26-001284 filed by Key Financial 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 21,819 shares
    Change vs previous 13F -691 shares

    0.3% of the 13F portfolio, value $1,659,336.

    13F-HR 0001420506-26-000728 filed by Key Financial 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 22,510 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $1,573,675.

    13F-HR 0001420506-26-000230 filed by Key Financial 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 22,503 shares
    Change vs previous 13F -509 shares

    0.28% of the 13F portfolio, value $1,502,738.

    13F-HR 0001420506-25-003018 filed by Key Financial 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 23,012 shares
    Change vs previous 13F -734 shares

    0.33% of the 13F portfolio, value $1,628,127.

    13F-HR 0001420506-25-001702 filed by Key Financial 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 23,746 shares
    Change vs previous 13F -201 shares

    0.37% of the 13F portfolio, value $1,700,654.

    13F-HR 0001420506-25-000850 filed by Key Financial 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 23,947 shares
    Change vs previous 13F +502 shares

    0.34% of the 13F portfolio, value $1,490,910.

    13F-HR 0001420506-25-000102 filed by Key Financial Inc
    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 23,445 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,684,756.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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