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Disclosery

Mattson Financial Services, LLC: KO position timeline

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

Mattson Financial Services, LLC held 45,969 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,969 shares
    Change vs previous 13F -776 shares

    0.82% of the 13F portfolio, value $3,903,657.

    13F-HR 0002034595-26-000003 filed by Mattson Financial Services, LLC
    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 46,745 shares
    Change vs previous 13F -2,598 shares

    0.85% of the 13F portfolio, value $3,554,984.

    13F-HR 0002034595-26-000002 filed by Mattson Financial Services, LLC
    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 49,343 shares
    Change vs previous 13F +1,487 shares

    0.81% of the 13F portfolio, value $3,449,594.

    13F-HR 0002034595-26-000001 filed by Mattson Financial Services, LLC
    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 47,856 shares
    Change vs previous 13F +635 shares

    0.76% of the 13F portfolio, value $3,173,811.

    13F-HR 0002034595-25-000007 filed by Mattson Financial Services, LLC
    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 47,221 shares
    Change vs previous 13F +848 shares

    0.9% of the 13F portfolio, value $3,340,875.

    13F-HR 0002034595-25-000003 filed by Mattson Financial Services, LLC
    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 46,373 shares
    Change vs previous 13F +5,164 shares

    1% of the 13F portfolio, value $3,321,213.

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, LLC
    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 41,209 shares
    Change vs previous 13F +81 shares

    0.94% of the 13F portfolio, value $2,961,308.

    13F-HR 0002034595-25-000001 filed by Mattson Financial Services, LLC
    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 41,128 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,617,809.

    13F-HR 0002034595-24-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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