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PFG Investments, LLC: KO position timeline

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

PFG Investments, LLC held 78,900 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,900 shares
    Change vs previous 13F +7,843 shares

    0.25% of the 13F portfolio, value $6,412,233.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 71,057 shares
    Change vs previous 13F -225 shares

    0.25% of the 13F portfolio, value $5,403,896.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 71,282 shares
    Change vs previous 13F -1,519 shares

    0.23% of the 13F portfolio, value $4,983,347.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 72,801 shares
    Change vs previous 13F -3,162 shares

    0.25% of the 13F portfolio, value $4,828,166.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 75,963 shares
    Change vs previous 13F -2,540 shares

    0.32% of the 13F portfolio, value $5,374,377.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 78,503 shares
    Change vs previous 13F -170 shares

    0.36% of the 13F portfolio, value $5,622,415.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 78,673 shares
    Change vs previous 13F +8,687 shares

    0.3% of the 13F portfolio, value $4,898,184.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 69,986 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,029,176.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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