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Disclosery

MOTCO: KO position timeline

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

MOTCO held 89,856 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,856 shares
    Change vs previous 13F -264 shares

    0.62% of the 13F portfolio, value $7,302,597.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 90,120 shares
    Change vs previous 13F -779 shares

    0.63% of the 13F portfolio, value $6,853,626.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 90,899 shares
    Change vs previous 13F -735 shares

    0.58% of the 13F portfolio, value $6,354,749.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 91,634 shares
    Change vs previous 13F -397 shares

    0.56% of the 13F portfolio, value $6,077,167.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 92,031 shares
    Change vs previous 13F -10,386 shares

    0.6% of the 13F portfolio, value $6,247,985.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 102,417 shares
    Change vs previous 13F +3,415 shares

    0.77% of the 13F portfolio, value $7,335,105.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 99,002 shares
    Change vs previous 13F +767 shares

    0.63% of the 13F portfolio, value $6,163,864.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 98,235 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,059,167.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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