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Disclosery

Marotta Asset Management: KO position timeline

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

Marotta Asset Management held 5,547 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,547 shares
    Change vs previous 13F -387 shares

    0.08% of the 13F portfolio, value $477,486.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,934 shares
    Change vs previous 13F +50 shares

    0.08% of the 13F portfolio, value $482,375.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,884 shares
    Change vs previous 13F -52 shares

    0.08% of the 13F portfolio, value $447,655.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,936 shares
    Change vs previous 13F -877 shares

    0.08% of the 13F portfolio, value $414,986.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,813 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $454,972.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,813 shares
    Change vs previous 13F -53 shares

    0.1% of the 13F portfolio, value $482,020.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,866 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $493,391.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,866 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $424,593.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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