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Live Oak Investment Partners: KO position timeline

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

Live Oak Investment Partners held 13,071 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,071 shares
    Change vs previous 13F +264 shares

    0.57% of the 13F portfolio, value $1,062,284.

    13F-HR 0001822262-26-000004 filed by Live Oak Investment Partners
    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 12,807 shares
    Change vs previous 13F +693 shares

    0.57% of the 13F portfolio, value $973,959.

    13F-HR 0001822262-26-000003 filed by Live Oak Investment Partners
    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 12,114 shares
    Change vs previous 13F -809 shares

    0.52% of the 13F portfolio, value $846,878.

    13F-HR 0001822262-26-000002 filed by Live Oak Investment Partners
    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 12,923 shares
    Change vs previous 13F +1,109 shares

    0.57% of the 13F portfolio, value $857,077.

    13F-HR/A 0001822262-25-000008 filed by Live Oak Investment Partners
    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 11,814 shares
    Change vs previous 13F -375 shares

    0.64% of the 13F portfolio, value $835,850.

    13F-HR 0001822262-25-000003 filed by Live Oak Investment Partners
    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 12,189 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $872,970.

    13F-HR 0001822262-25-000002 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

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