Skip to content

Royal Fund Management, LLC: KO position timeline

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

Royal Fund Management, LLC held 76,894 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,894 shares
    Change vs previous 13F -544 shares

    0.52% of the 13F portfolio, value $6,249,177.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 77,438 shares
    Change vs previous 13F +43,783 shares

    0.56% of the 13F portfolio, value $5,889,077.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 33,655 shares
    Change vs previous 13F +21,934 shares

    0.22% of the 13F portfolio, value $2,352,727.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 11,721 shares
    Change vs previous 13F -15,196 shares

    0.09% of the 13F portfolio, value $777,408.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 26,917 shares
    Change vs previous 13F -6,700 shares

    0.2% of the 13F portfolio, value $1,904,258.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 33,617 shares
    Change vs previous 13F +1,124 shares

    0.29% of the 13F portfolio, value $2,412,238.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 32,493 shares
    Change vs previous 13F +7,313 shares

    0.22% of the 13F portfolio, value $2,027,065.

    13F-HR 0001172661-25-000229 filed by Royal Fund 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 25,180 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,813,901.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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