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
- period ended2026-06-3013F 76,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,438 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,917 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,617 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,493 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,180 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).