Skip to content
Disclosery

Schear Investment Advisers, LLC: KO position timeline

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

Schear Investment Advisers, LLC held 6,675 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,675 shares
    Change vs previous 13F +1,074 shares

    0.07% of the 13F portfolio, value $574,589.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,601 shares
    Change vs previous 13F -116 shares

    0.15% of the 13F portfolio, value $455,193.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,717 shares
    Change vs previous 13F -26 shares

    0.19% of the 13F portfolio, value $434,778.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,743 shares
    Change vs previous 13F -578 shares

    0.17% of the 13F portfolio, value $401,493.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,321 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $419,209.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,321 shares
    Change vs previous 13F +223 shares

    0.22% of the 13F portfolio, value $447,211.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,098 shares
    Change vs previous 13F -2,010 shares

    0.25% of the 13F portfolio, value $436,739.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,108 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $504,804.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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