Richard C. Young & CO., LTD.: KO position timeline

Richard C. Young & CO., LTD. held 156,250 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 156,250 shares

   Change vs previous 13F -8,424 shares

   0.94% of the 13F portfolio, value $12,698,477.

   13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 164,674 shares

   Change vs previous 13F -9,771 shares

   1.04% of the 13F portfolio, value $12,523,473.

   13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 174,445 shares

   Change vs previous 13F +3,518 shares

   1.09% of the 13F portfolio, value $12,195,457.

   13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 170,927 shares

   Change vs previous 13F -331 shares

   1.05% of the 13F portfolio, value $11,335,874.

   13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 171,258 shares

   Change vs previous 13F +3,003 shares

   1.2% of the 13F portfolio, value $12,116,493.

   13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 168,255 shares

   Change vs previous 13F +10,458 shares

   1.29% of the 13F portfolio, value $12,050,422.

   13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 157,797 shares

   Change vs previous 13F -1,103 shares

   1.07% of the 13F portfolio, value $9,824,425.

   13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 158,900 shares

   Change vs previous 13F not available

   1.25% of the 13F portfolio, value $11,418,524.

   13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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