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Disclosery

Next Capital Management LLC: KO position timeline

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

Next Capital Management LLC held 16,611 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,611 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,349,976.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 16,611 shares
    Change vs previous 13F +225 shares

    0.38% of the 13F portfolio, value $1,263,267.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 16,386 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,145,545.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 16,386 shares
    Change vs previous 13F -5,329 shares

    0.36% of the 13F portfolio, value $1,086,720.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 21,715 shares
    Change vs previous 13F +4,069 shares

    0.57% of the 13F portfolio, value $1,538,244.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 17,646 shares
    Change vs previous 13F -10 shares

    0.61% of the 13F portfolio, value $1,263,807.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 17,656 shares
    Change vs previous 13F +20 shares

    0.45% of the 13F portfolio, value $1,099,263.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 17,636 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,267,323.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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