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Disclosery

Lee Financial Co: KO position timeline

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

Lee Financial Co held 25,177 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,177 shares
    Change vs previous 13F +135 shares

    0.26% of the 13F portfolio, value $2,050,866.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 25,042 shares
    Change vs previous 13F -716 shares

    0.27% of the 13F portfolio, value $1,909,284.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 25,758 shares
    Change vs previous 13F -4,082 shares

    0.24% of the 13F portfolio, value $1,800,742.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 29,840 shares
    Change vs previous 13F +1,484 shares

    0.25% of the 13F portfolio, value $1,984,395.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 28,356 shares
    Change vs previous 13F +1,598 shares

    0.29% of the 13F portfolio, value $2,011,012.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 26,758 shares
    Change vs previous 13F -2,046 shares

    0.29% of the 13F portfolio, value $1,921,249.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 28,804 shares
    Change vs previous 13F -657 shares

    0.25% of the 13F portfolio, value $1,793,338.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 29,461 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,122,859.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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