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Disclosery

Roundview Capital LLC: KO position timeline

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

Roundview Capital LLC held 35,770 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,770 shares
    Change vs previous 13F -91 shares

    0.16% of the 13F portfolio, value $2,907,028.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 35,861 shares
    Change vs previous 13F +951 shares

    0.17% of the 13F portfolio, value $2,727,230.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 34,910 shares
    Change vs previous 13F -91 shares

    0.15% of the 13F portfolio, value $2,440,559.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 35,001 shares
    Change vs previous 13F +36 shares

    0.15% of the 13F portfolio, value $2,321,267.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 34,965 shares
    Change vs previous 13F +2,923 shares

    0.17% of the 13F portfolio, value $2,473,774.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 32,042 shares
    Change vs previous 13F -273 shares

    0.17% of the 13F portfolio, value $2,294,849.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 32,315 shares
    Change vs previous 13F -159 shares

    0.14% of the 13F portfolio, value $2,011,932.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 32,474 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,333,582.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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