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MCDANIEL TERRY & CO: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCDANIEL TERRY & CO on KO, newest first. How the timeline and the estimate are built.

MCDANIEL TERRY & CO held 440,494 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 440,494 shares
    Change vs previous 13F +145 shares

    2.8% of the 13F portfolio, value $35,798,981.

    13F-HR 0001104366-26-000006 filed by MCDANIEL TERRY & 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 440,349 shares
    Change vs previous 13F +29,193 shares

    2.84% of the 13F portfolio, value $33,488,563.

    13F-HR 0001104366-26-000004 filed by MCDANIEL TERRY & 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 411,156 shares
    Change vs previous 13F -34,337 shares

    2.5% of the 13F portfolio, value $28,743,936.

    13F-HR 0001104366-26-000002 filed by MCDANIEL TERRY & 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 445,493 shares
    Change vs previous 13F +201 shares

    2.38% of the 13F portfolio, value $29,545,094.

    13F-HR 0001104366-25-000011 filed by MCDANIEL TERRY & 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 445,292 shares
    Change vs previous 13F -2,493 shares

    2.58% of the 13F portfolio, value $31,504,406.

    13F-HR 0001104366-25-000006 filed by MCDANIEL TERRY & 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 447,785 shares
    Change vs previous 13F -9,010 shares

    2.81% of the 13F portfolio, value $32,070,000.

    13F-HR 0001104366-25-000004 filed by MCDANIEL TERRY & 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 456,795 shares
    Change vs previous 13F +33,645 shares

    2.33% of the 13F portfolio, value $28,440,000.

    13F-HR 0001104366-25-000002 filed by MCDANIEL TERRY & 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 423,150 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $30,408,000.

    13F-HR 0001104366-24-000010 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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