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Regal Investment Advisors LLC: KO position timeline

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

Regal Investment Advisors LLC held 99,929 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 99,929 shares
    Change vs previous 13F -4,913 shares

    0.42% of the 13F portfolio, value $8,121,215.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors 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 104,842 shares
    Change vs previous 13F +2,050 shares

    0.46% of the 13F portfolio, value $7,973,243.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors 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 102,792 shares
    Change vs previous 13F +7,504 shares

    0.43% of the 13F portfolio, value $7,186,189.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors 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 95,288 shares
    Change vs previous 13F +18,389 shares

    0.41% of the 13F portfolio, value $6,319,495.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors 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 76,899 shares
    Change vs previous 13F +3,581 shares

    0.41% of the 13F portfolio, value $5,440,597.

    13F-HR 0001559789-25-000003 filed by Regal Investment Advisors 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 73,318 shares
    Change vs previous 13F -9,853 shares

    0.42% of the 13F portfolio, value $5,251,063.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors 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 83,171 shares
    Change vs previous 13F -7,491 shares

    0.39% of the 13F portfolio, value $5,178,237.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors 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 90,662 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,514,969.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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