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Disclosery

Montecito Bank & Trust: KO position timeline

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

Montecito Bank & Trust held 104,918 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 104,918 shares
    Change vs previous 13F -472 shares

    1.37% of the 13F portfolio, value $9,031,342.

    13F-HR 0001422508-26-000004 filed by Montecito Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 105,390 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $8,565,045.

    13F-HR 0001422508-26-000003 filed by Montecito Bank & Trust
    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 105,390 shares
    Change vs previous 13F -2,016 shares

    1.32% of the 13F portfolio, value $8,014,910.

    13F-HR 0001422508-26-000002 filed by Montecito Bank & Trust
    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 107,406 shares
    Change vs previous 13F -751 shares

    1.2% of the 13F portfolio, value $7,508,753.

    13F-HR 0001422508-26-000001 filed by Montecito Bank & Trust
    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 108,157 shares
    Change vs previous 13F +2,192 shares

    1.11% of the 13F portfolio, value $7,172,973.

    13F-HR 0001422508-25-000004 filed by Montecito Bank & Trust
    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 105,965 shares
    Change vs previous 13F -1,527 shares

    1.34% of the 13F portfolio, value $7,589,214.

    13F-HR 0001422508-25-000002 filed by Montecito Bank & Trust
    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 107,492 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $6,692,452.

    13F-HR 0001422508-25-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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