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Rafferty Asset Management, LLC: KO position timeline

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

Rafferty Asset Management, LLC held 345,896 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345,896 shares
    Change vs previous 13F +114,181 shares

    0.06% of the 13F portfolio, value $28,110,968.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 231,715 shares
    Change vs previous 13F -92,516 shares

    0.07% of the 13F portfolio, value $17,621,926.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 324,231 shares
    Change vs previous 13F -5,862 shares

    0.08% of the 13F portfolio, value $22,666,989.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 330,093 shares
    Change vs previous 13F +1,857 shares

    0.07% of the 13F portfolio, value $21,891,768.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 328,236 shares
    Change vs previous 13F +61,251 shares

    0.08% of the 13F portfolio, value $23,222,697.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 266,985 shares
    Change vs previous 13F -69,539 shares

    0.08% of the 13F portfolio, value $19,121,466.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset 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 336,524 shares
    Change vs previous 13F +37,126 shares

    0.07% of the 13F portfolio, value $20,951,984.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset 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 299,398 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $21,514,740.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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