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Disclosery

Safe Harbor Fiduciary, LLC: KO position timeline

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

Safe Harbor Fiduciary, LLC held 3,675 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 3,675 shares
    Change vs previous 13F +69 shares

    0.23% of the 13F portfolio, value $298,667.

    13F-HR 0002036114-26-000003 filed by Safe Harbor Fiduciary, 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 3,606 shares
    Change vs previous 13F -195 shares

    0.26% of the 13F portfolio, value $274,236.

    13F-HR 0002036114-26-000002 filed by Safe Harbor Fiduciary, 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 3,801 shares
    Change vs previous 13F -3,513 shares

    0.23% of the 13F portfolio, value $265,728.

    13F-HR 0002036114-26-000001 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,314 shares
    Change vs previous 13F +19 shares

    0.49% of the 13F portfolio, value $517,466.

    13F-HR 0002036114-25-000002 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,295 shares
    Change vs previous 13F -36 shares

    0.54% of the 13F portfolio, value $522,468.

    13F-HR 0001862443-25-000005 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,331 shares
    Change vs previous 13F +172 shares

    0.47% of the 13F portfolio, value $456,428.

    13F-HR 0002036114-25-000001 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,159 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $514,446.

    13F-HR 0002036114-24-000002 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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