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Disclosery

Keystone Financial Group: KO position timeline

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

Keystone Financial Group held 34,372 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 34,372 shares
    Change vs previous 13F +316 shares

    0.17% of the 13F portfolio, value $2,793,452.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    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 34,056 shares
    Change vs previous 13F -73 shares

    0.18% of the 13F portfolio, value $2,599,578.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    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 34,129 shares
    Change vs previous 13F -1,481 shares

    0.18% of the 13F portfolio, value $2,385,943.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    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/A 35,610 shares
    Change vs previous 13F +1,532 shares

    0.18% of the 13F portfolio, value $2,380,323.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    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 34,078 shares
    Change vs previous 13F +1,093 shares

    0.22% of the 13F portfolio, value $2,411,077.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    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 32,985 shares
    Change vs previous 13F +2,691 shares

    0.24% of the 13F portfolio, value $2,360,719.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    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 30,294 shares
    Change vs previous 13F +134 shares

    0.19% of the 13F portfolio, value $1,886,101.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    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/A 30,160 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,167,303.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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